SEC 13F Intelligence

Btr Capital Management Inc / AWC

Btr Capital Management Inc’s American Wtr Wks Co Inc New Position

Does Btr Capital Management Inc own American Wtr Wks Co Inc New (AWC)? Yes68.1K shares worth $9M (+1.38% of its 13F portfolio) as of Q3 2022, down from 70.0K shares the prior filed quarter.

Position Value
$9M
Q3 2022
Shares
68.1K
% of Portfolio
+1.38%
Quarters Held
16
currently held

Position History AWC

Reported value by quarter
Q4 ’18: $14MQ4 ’18Q1 ’19: $14MQ2 ’19: $16MQ2 ’19Q3 ’19: $16MQ4 ’19: $16MQ4 ’19Q1 ’20: $15MQ2 ’20: $16MQ2 ’20Q3 ’20: $17MQ4 ’20: $18MQ4 ’20Q1 ’21: $18MQ2 ’21: $18MQ2 ’21Q3 ’21: $17MQ4 ’21: $18MQ4 ’21Q1 ’22: $13MQ2 ’22: $10MQ2 ’22Q3 ’22: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202268.1K$9M+1.38%
Q2 202270.0K$10M+1.50%
Q1 202277.1K$13M+1.57%
Q4 202195.3K$18M+2.03%
Q3 2021100.7K$17M+2.11%
Q2 2021114.5K$18M+2.20%
Q1 2021118.3K$18M+2.58%
Q4 2020115.8K$18M+2.78%
Q3 2020120.6K$17M+3.09%
Q2 2020122.2K$16M+2.95%
Q1 2020122.8K$15M+3.25%
Q4 2019127.3K$16M+2.69%
Q3 2019128.2K$16M+2.99%
Q2 2019134.3K$16M+2.90%
Q1 2019135.9K$14M+2.72%
Q4 2018153.8K$14M+2.94%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Btr Capital Management Inc’s full portfolio or all institutional holders of AWC.