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Westside Investment Management’s American States Water AWR Stock Holding History

Westside Investment Management’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
-114
Closed -$6.85K – 698
2018
Q3 		$6.85K Hold
114
– – ﹤0.01% 555
2018
Q2 		$6.63K Hold
114
– – ﹤0.01% 638
2018
Q1 		$5.87K Hold
114
– – ﹤0.01% 639
2017
Q4 		$6.44K Hold
114
– – ﹤0.01% 650
2017
Q3 		$5.92K Hold
114
– – ﹤0.01% 648
2017
Q2 		$5.37K Hold
114
– – ﹤0.01% 653
2017
Q1 		$5.03K Hold
114
– – ﹤0.01% 626
2016
Q4 		$5K Buy
+114
New +$4.75K ﹤0.01% 514

Other funds holding AWR

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 $3.37T AUM 44.26% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Westside Investment Management's AWR Position: Q4 2018 in Review

Westside Investment Management sold out of American States Water (AWR) in Q4 2018, closing a stake of 114 shares — an estimated $6.85K sold.

Westside Investment Management first reported a position in AWR in Q4 2016 and held it in 8 quarters. The position peaked at $6.85K in Q3 2018. 291 funds tracked by Wall St. Rank hold AWR as of Q4 2018.

  • Westside Investment Management reported no remaining American States Water position as of Q4 2018 after selling out during the quarter.
  • Westside Investment Management sold 114 American States Water shares in Q4 2018, an estimated $6.85K.
  • Westside Investment Management first reported a position in American States Water in Q4 2016 and held it in 8 quarters.
  • Westside Investment Management's American States Water position peaked at $6.85K in Q3 2018.
  • 291 funds tracked by Wall St. Rank held American States Water as of Q4 2018.

Based on Westside Investment Management's 13F filing for Q4 2018, filed 5 Feb 2019.