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Westbourne Investment Advisors’s American States Water AWR Stock Holding History

Westbourne Investment Advisors’s Portfolio AWR Stock Details AWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,083
Closed -$127K – 94
2018
Q3 		$127K Buy
+2,083
New +$125K 0.09% 119

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Invesco
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Northern Trust
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Renaissance Technologies
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JP Morgan Chase
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return