Ownership history in Advisory Services Network, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in CALIFORNIA WTR SVC GROUP COM (CWT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 957 | +813 | +564.6% | 0.00% | $44K | $45.25 |
| 2021 Q2 | REDUCED | 144 | -32 | -18.2% | 0.00% | $8K | $50.24 |
| 2020 Q4 | REDUCED | 176 | -372 | -67.9% | 0.00% | $10K | $48.48 |
| 2020 Q3 | ADDED | 548 | +183 | +50.1% | 0.00% | $24K | $38.81 |
| 2020 Q1 | REDUCED | 365 | -49 | -11.8% | 0.00% | $18K | $44.53 |
| 2019 Q4 | ADDED | 414 | +43 | +11.6% | 0.00% | $21K | $45.45 |
| 2019 Q3 | UNCHANGED | 371 | — | 0% | 0.00% | $19K | $46.48 |
| 2019 Q2 | REDUCED | 371 | -1,669 | -81.8% | 0.00% | $19K | $44.30 |
| 2019 Q1 | ADDED | 2,040 | +1,927 | +1705.3% | 0.01% | $111K | $47.30 |
| 2016 Q2 | UNCHANGED | 113 | — | 0% | 0.00% | $4K | $28.87 |
As of 2025 Q4 — sorted by position size