Stock TransactionsH2O AMERICA

Total Bought
79,203
12 transactions
Total Sold
108,436
12 transactions
Net
-29,233
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
NUANCE INVESTMENTS, LLC1,204,5191,256,548+52,0292.352.50+0.15buy
KEYNOTE FINANCIAL SERVICES LLC29,42043,880+14,4601.311.66+0.35buy
CenterBook Partners LP14,49018,164+3,6740.050.05+0.00buy
Versor Investments LP7,0329,989+2,9570.060.08+0.02buy
EntryPoint Capital, LLC3,6386,389+2,7510.120.13+0.01buy
Ballentine Partners, LLC5,4916,943+1,4520.010.01+0.00buy
OSTRUM ASSET MANAGEMENT4631,200+7370.000.01+0.00buy
Gallagher Fiduciary Advisors, LLC4,8955,484+5890.060.05-0.00buy
Canvas Wealth Advisors, LLC6,4927,038+5460.100.09-0.02buy
Clarity Asset Management, Inc.762767+50.030.02-0.01buy
Financial Gravity Companies, Inc.1012+20.000.00-0.00buy
Estabrook Capital Management201202+10.000.00-0.00buy
Catalyst Capital Advisors LLC258256-20.000.00-0.00sell
Skandinaviska Enskilda Banken AB (publ)13,48912,990-4995.6527.84+22.19sell
CHATHAM CAPITAL GROUP, INC.26,60326,068-5350.250.21-0.04sell
Clear Harbor Asset Management, LLC29,76129,111-6500.140.11-0.03sell
DUFF & PHELPS INVESTMENT MANAGEMENT CO27,40826,723-6850.020.02-0.00sell
INCEPTIONR LLC6,1244,938-1,1860.090.05-0.03sell
Magellan Asset Management Ltd25,01621,268-3,7480.010.01-0.00sell
CONFLUENCE INVESTMENT MANAGEMENT LLC53,17049,167-4,0030.040.03-0.01sell
FIRST MANHATTAN CO. LLC.111,254103,277-7,9770.020.01-0.00sell
Clean Yield Group98,19974,708-23,4911.811.17-0.64sell
Atom Investors LP52,50723,402-29,1050.320.14-0.18sell
IQ EQ FUND MANAGEMENT (IRELAND) Ltd61,58625,031-36,5550.370.15-0.23sell
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