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WFG Advisors’s California Water Service CWT Stock Holding History

WFG Advisors’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
2017
Q2 		$282K Buy
7,655
+1,363
+22% +$48.8K 0.06% 296
2017
Q1 		$226K Sell
6,292
-1,445
-19% -$50K 0.06% 308
2016
Q4 		$262K Buy
7,737
+526
+7% +$17.4K 0.06% 306
2016
Q3 		$231K Sell
7,211
-405
-5% -$13.1K 0.06% 327
2016
Q2 		$266K Buy
7,616
+1,785
+31% +$52.4K 0.07% 263
2016
Q1 		$156K Buy
+5,831
New +$145K 0.05% 366
2015
Q1 		– Sell
-7,832
Closed -$193K – 1819
2014
Q4 		$193K Sell
7,832
-3,230
-29% -$79.1K 0.04% 436
2014
Q3 		$248K Buy
11,062
+16
+0.1% +$376 0.05% 396
2014
Q2 		$267K Buy
11,046
+19
+0.2% +$428 0.05% 385
2014
Q1 		$264K Sell
11,027
-983
-8% -$22.6K 0.05% 374
2013
Q4 		$277K Buy
12,010
+17
+0.1% +$370 0.04% 439
2013
Q3 		$244K Sell
11,993
-3,112
-21% -$64.1K 0.04% 434
2013
Q2 		$295K Buy
+15,105
New +$300K 0.05% 367

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WFG Advisors's CWT Position: Q2 2017 in Review

WFG Advisors increased its California Water Service (CWT) stake by 22% in Q2 2017, buying an estimated $48.8K and bringing the position to 7,655 shares worth $282K. The position accounts for 0.06% of the portfolio, ranked #296.

WFG Advisors first reported a position in CWT in Q2 2013 and has held it in 13 quarters since. The position peaked at $295K in Q2 2013. 192 funds tracked by Wall St. Rank hold CWT as of Q2 2017.

  • WFG Advisors held 7,655 shares of California Water Service worth $282K as of Q2 2017.
  • WFG Advisors bought 1,363 California Water Service shares in Q2 2017, an estimated $48.8K.
  • California Water Service made up 0.06% of WFG Advisors's portfolio in Q2 2017, its #296 holding.
  • WFG Advisors first reported a position in California Water Service in Q2 2013 and has held it in 13 quarters since.
  • WFG Advisors's California Water Service position peaked at $295K in Q2 2013.
  • 192 funds tracked by Wall St. Rank held California Water Service as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.