Creative Planning - CALIFORNIA WTR SVC GROUP ownership

CALIFORNIA WTR SVC GROUP's ticker is CWT and the CUSIP is 130788102. A total of 158 filers reported holding CALIFORNIA WTR SVC GROUP in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Creative Planning ownership history of CALIFORNIA WTR SVC GROUP
ValueSharesWeighting
Q3 2023$901,713
-16.6%
19,060
-9.0%
0.00%0.0%
Q2 2023$1,081,528
-4.5%
20,948
+7.7%
0.00%
-50.0%
Q1 2023$1,132,495
-36.2%
19,459
-33.5%
0.00%
-33.3%
Q4 2022$1,774,852
+61.9%
29,269
+40.8%
0.00%
+50.0%
Q3 2022$1,096,000
+2.0%
20,794
+7.5%
0.00%0.0%
Q2 2022$1,074,000
-3.8%
19,340
+2.6%
0.00%0.0%
Q1 2022$1,117,000
-9.6%
18,848
+9.6%
0.00%0.0%
Q4 2021$1,236,000
+24.7%
17,197
+2.2%
0.00%0.0%
Q3 2021$991,000
+0.8%
16,820
-5.0%
0.00%0.0%
Q2 2021$983,000
+36.7%
17,697
+38.7%
0.00%
+100.0%
Q1 2021$719,000
+5.0%
12,759
+0.7%
0.00%
-50.0%
Q4 2020$685,000
+42.7%
12,674
+14.7%
0.00%
+100.0%
Q3 2020$480,000
-7.5%
11,051
+1.5%
0.00%
-50.0%
Q2 2020$519,000
-5.3%
10,8840.0%0.00%0.0%
Q1 2020$548,000
-5.4%
10,884
-3.2%
0.00%0.0%
Q4 2019$579,000
-3.7%
11,238
-1.0%
0.00%0.0%
Q3 2019$601,000
+11.1%
11,352
+6.3%
0.00%0.0%
Q2 2019$541,000
-36.7%
10,676
-32.1%
0.00%
-33.3%
Q1 2019$854,000
+15.7%
15,734
+1.6%
0.00%0.0%
Q4 2018$738,000
+11.3%
15,490
+0.3%
0.00%
+50.0%
Q3 2018$663,000
+4.6%
15,447
-5.2%
0.00%0.0%
Q2 2018$634,000
+4.4%
16,2880.0%0.00%0.0%
Q1 2018$607,000
-13.8%
16,288
+5.0%
0.00%
-33.3%
Q4 2017$704,000
+26.2%
15,519
+6.2%
0.00%0.0%
Q3 2017$558,000
+52.5%
14,616
+47.0%
0.00%
+50.0%
Q2 2017$366,000
+3.1%
9,946
+0.4%
0.00%0.0%
Q1 2017$355,000
+7.3%
9,903
+1.3%
0.00%0.0%
Q4 2016$331,000
+5.8%
9,772
+0.1%
0.00%0.0%
Q3 2016$313,000
+26.2%
9,762
+37.7%
0.00%0.0%
Q2 2016$248,000
+14.8%
7,088
-12.4%
0.00%0.0%
Q1 2016$216,000
+17.4%
8,090
+2.5%
0.00%0.0%
Q4 2015$184,000
+2.2%
7,889
-3.0%
0.00%0.0%
Q3 2015$180,000
-5.3%
8,134
+5.2%
0.00%0.0%
Q1 2015$190,000
+12.4%
7,734
+12.5%
0.00%0.0%
Q4 2014$169,000
+6.3%
6,874
-2.8%
0.00%0.0%
Q3 2014$159,000
-10.2%
7,074
-3.1%
0.00%0.0%
Q2 2014$177,000
-8.8%
7,300
-10.0%
0.00%
-33.3%
Q1 2014$194,000
-20.2%
8,112
-22.8%
0.00%
-25.0%
Q4 2013$243,000
+24.6%
10,512
+9.3%
0.00%0.0%
Q3 2013$195,000
+107.4%
9,614
+99.7%
0.00%
+100.0%
Q2 2013$94,0004,8140.00%
Other shareholders
CALIFORNIA WTR SVC GROUP shareholders Q4 2014
NameSharesValueWeighting ↓
NIA IMPACT ADVISORS, LLC 38,691$2,180,0001.18%
NORTHSTAR ASSET MANAGEMENT INC 59,237$3,337,4131.05%
NUANCE INVESTMENTS, LLC 925,905$52,165,0000.97%
FIRST NATIONAL CORP /MA/ /ADV 46,397$2,614,0000.65%
Granite Investment Partners, LLC 282,700$15,927,0000.53%
Clear Harbor Asset Management, LLC 70,346$3,963,0000.52%
Green Alpha Advisors, LLC 9,261$522,0000.52%
Bridge City Capital, LLC 25,623$1,444,0000.48%
Impax Asset Management Group plc 1,651,348$93,037,0000.48%
Sovereign Financial Group, Inc. 9,460$533,0000.33%
View complete list of CALIFORNIA WTR SVC GROUP shareholders