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Wealthspire Advisors (Maryland)’s California Water Service CWT Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CWT Stock Details CWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-131
Closed -$7K – 820
2019
Q1 		$7K Hold
131
– – ﹤0.01% 1664
2018
Q4 		$6K Hold
131
– – ﹤0.01% 1646
2018
Q3 		$6K Buy
131
+38
+41% +$1.56K ﹤0.01% 1719
2018
Q2 		$4K Buy
93
+19
+26% +$743 ﹤0.01% 1869
2018
Q1 		$3K Hold
74
– – ﹤0.01% 2002
2017
Q4 		$3K Buy
74
+65
+722% +$2.8K ﹤0.01% 1975
2017
Q3 		$0 Buy
+9
New +$340 ﹤0.01% 2291

Other funds holding CWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CWT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of California Water Service (CWT) in Q2 2019, closing a stake of 131 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in CWT in Q3 2017 and held it in 7 quarters. The position peaked at $7K in Q1 2019. 255 funds tracked by Wall St. Rank hold CWT as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining California Water Service position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 131 California Water Service shares in Q2 2019, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in California Water Service in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s California Water Service position peaked at $7K in Q1 2019.
  • 255 funds tracked by Wall St. Rank held California Water Service as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.