YorkBridge Wealth Partners’s American Water Works AWK Stock Holding History

YorkBridge Wealth Partners’s Portfolio AWK Stock Details AWK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-50	Closed	-$6K	–	205
2019 Q2	$6K	Hold	50	–	–	﹤0.01%	636
2019 Q1	$5K	Hold	50	–	–	﹤0.01%	651
2018 Q4	$5K	Hold	50	–	–	﹤0.01%	632
2018 Q3	$4K	Hold	50	–	–	﹤0.01%	665
2018 Q2	$4K	Hold	50	–	–	﹤0.01%	696
2018 Q1	$4K	Hold	50	–	–	﹤0.01%	693
2017 Q4	$4K	Hold	50	–	–	﹤0.01%	717
2017 Q3	$4K	Hold	50	–	–	﹤0.01%	719
2017 Q2	$4K	Hold	50	–	–	﹤0.01%	716
2017 Q1	$4K	Hold	50	–	–	﹤0.01%	701
2016 Q4	$4K	Buy	+50	New	+$3.62K	﹤0.01%	690

Other funds holding AWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

YorkBridge Wealth Partners's AWK Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of American Water Works (AWK) in Q3 2019, closing a stake of 50 shares — an estimated $6K sold.

YorkBridge Wealth Partners first reported a position in AWK in Q4 2016 and held it in 11 quarters. The position peaked at $6K in Q2 2019. 832 funds tracked by Wall St. Rank hold AWK as of Q3 2019.

YorkBridge Wealth Partners reported no remaining American Water Works position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 50 American Water Works shares in Q3 2019, an estimated $6K.
YorkBridge Wealth Partners first reported a position in American Water Works in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's American Water Works position peaked at $6K in Q2 2019.
832 funds tracked by Wall St. Rank held American Water Works as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.