Wealthfront’s American Water Works AWK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
$1.03M Buy
11,738
+1,219
+12% +$107K 0.01% 251
2018
Q2
$898K Buy
10,519
+1,346
+15% +$111K 0.01% 271
2018
Q1
$753K Buy
9,173
+6,266
+216% +$511K 0.01% 309
2017
Q4
$266K Buy
+2,907
New +$257K ﹤0.01% 448
2015
Q4
Sell
-2
Closed 358
2015
Q3
$0 Sell
2
-174
-99% -$9.09K ﹤0.01% 1246
2015
Q2
$9K Buy
176
+174
+8,700% +$9.16K ﹤0.01% 865
2015
Q1
$0 Sell
2
-11
-85% -$598 ﹤0.01% 1196
2014
Q4
$1K Sell
13
-28
-68% -$1.45K ﹤0.01% 615
2014
Q3
$2K Buy
+41
New +$2K ﹤0.01% 591

Other funds holding AWK

Wealthfront's AWK Position: Q3 2018 in Review

Wealthfront increased its American Water Works (AWK) stake by 12% in Q3 2018, buying an estimated $107K and bringing the position to 11,738 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #251.

Wealthfront first reported a position in AWK in Q3 2014 and has held it in 9 quarters since. 711 funds tracked by Wall St. Rank hold AWK as of Q3 2018.

  • Wealthfront held 11,738 shares of American Water Works worth $1.03M as of Q3 2018.
  • Wealthfront bought 1,219 American Water Works shares in Q3 2018, an estimated $107K.
  • American Water Works made up 0.01% of Wealthfront's portfolio in Q3 2018, its #251 holding.
  • Wealthfront first reported a position in American Water Works in Q3 2014 and has held it in 9 quarters since.
  • 711 funds tracked by Wall St. Rank held American Water Works as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.