WSTAM
CWT icon

Wilbanks Smith & Thomas Asset Management’s California Water Service CWT Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018
Q4 		– Sell
-38
Closed -$2K – 562
2018
Q3 		$2K Buy
+38
New +$1.56K ﹤0.01% 1384

Other funds holding CWT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's CWT Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of California Water Service (CWT) in Q4 2018, closing a stake of 38 shares — an estimated $2K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in CWT in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 236 funds tracked by Wall St. Rank hold CWT as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining California Water Service position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 38 California Water Service shares in Q4 2018, an estimated $2K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in California Water Service in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's California Water Service position peaked at $2K in Q3 2018.
  • 236 funds tracked by Wall St. Rank held California Water Service as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.