American WTR WKS Co Inc New

Q2 2016 vs Q3 2016

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Crow Point Partners, LLC

NEW

Shares250,000

Change+250,000

Value$18.7K

Filed 2016-11-16

Braun Stacey Associates Inc

DECREASED

Shares73,055 from 78,397

Change-5,342 (-7%)

Value$5.5K (-$1.2K)

Filed 2016-11-29

Denver Investment Advisors LLC

DECREASED

Shares41,507 from 54,515

Change-13,008 (-24%)

Value$3.1K (-$1.5K)

Filed 2016-11-10

Eagle Capital Management, LLC

INCREASED

Shares40,548 from 39,886

Change+662 (+2%)

Value$3.0K (-$336)

Filed 2016-10-20

Parsons Capital Management Inc

NEW

Shares36,995

Change+36,995

Value$2.8K

Filed 2016-11-04

Kingfisher Capital LLC

DECREASED

Shares26,643 from 27,890

Change-1,247 (-4%)

Value$2.0K (-$363)

Filed 2016-11-15

Convergence Investment Partners, LLC

NEW

Shares17,516

Change+17,516

Value$1.3K

Filed 2016-11-10

Westwood Holdings Group Inc

NEW

Shares17,057

Change+17,057

Value$1.3K

Filed 2016-11-15

HL Financial Services LLC

DECREASED

Shares16,213 from 17,096

Change-883 (-5%)

Value$1.2K (-$232)

Filed 2016-10-25

Fiduciary Financial Services of the Southwest Inc

NEW

Shares12,872

Change+12,872

Value$963

Filed 2016-11-09

Barrington Strategic Wealth Management Group LLC

NEW

Shares8,403

Change+8,403

Value$629

Filed 2016-11-14

Godshalk Welsh Capital Management, Inc.

UNCHANGED

Shares5,350 from 5,350

Change0 (0%)

Value$400 (-$52)

Filed 2016-11-14

BAR Harbor Wealth Management

NEW

Shares4,776

Change+4,776

Value$357

Filed 2016-10-14

Farmers National Bank

NEW

Shares1,422

Change+1,422

Value$106

Filed 2016-11-16

Sharkey, Howes & Javer

UNCHANGED

Shares1,174 from 1,174

Change0 (0%)

Value$88 (-$11)

Filed 2016-11-02

Security National Trust Co

UNCHANGED

Shares1,004 from 1,004

Change0 (0%)

Value$75 (-$10)

Filed 2016-10-25

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$22 (-$3)

Filed 2016-11-14

Group One Trading LLC

DECREASED

Shares160 from 1,050

Change-890 (-85%)

Value$12 (-$77)

Filed 2016-11-14

Valley National Advisers Inc

NEW

Shares5

Change+5

Value$0

Filed 2016-11-01

TPH Asset Management, LLC

CLOSED

Shares0 from 107,445

Change-107,445 (-100%)

Value$0 (-$9.1K)

Filed 2016-11-14

Sanctuary Wealth Advisors, LLC

CLOSED

Shares0 from 46,670

Change-46,670 (-100%)

Value$0 (-$3.9K)

Filed 2016-11-09

Archford Capital Strategies, LLC

CLOSED

Shares0 from 21,377

Change-21,377 (-100%)

Value$0 (-$1.8K)

Filed 2016-11-14

Town & Country Bank & Trust Co dba First Bankers Trust Co

CLOSED

Shares0 from 16,100

Change-16,100 (-100%)

Value$0 (-$1.4K)

Filed 2016-11-01

Montecito Bank & Trust

CLOSED

Shares0 from 11,815

Change-11,815 (-100%)

Value$0 (-$999)

Filed 2016-11-03

Advisory Services Network, LLC

CLOSED

Shares0 from 9,538

Change-9,538 (-100%)

Value$0 (-$806)

Filed 2016-10-07

Pittenger & Anderson Inc

CLOSED

Shares0 from 8,815

Change-8,815 (-100%)

Value$0 (-$745)

Filed 2016-11-14

CWM, LLC

CLOSED

Shares0 from 3,188

Change-3,188 (-100%)

Value$0 (-$269)

Filed 2016-10-17

Frontier Investment Mgmt Co

CLOSED

Shares0 from 2,650

Change-2,650 (-100%)

Value$0 (-$224)

Filed 2016-11-08

Nelson Capital Management, LLC

CLOSED

Shares0 from 26

Change-26 (-100%)

Value$0 (-$2)

Filed 2016-10-27

	Status
Crow Point Partners, LLC	NEW	250,000	—	+250,000	—	—	$18.7K	—	2016-11-16
Braun Stacey Associates Inc	DECREASED	73,055	78,397	-5,342	-7%	$6.6K	$5.5K	-$1.2K	2016-11-29
Denver Investment Advisors LLC	DECREASED	41,507	54,515	-13,008	-24%	$4.6K	$3.1K	-$1.5K	2016-11-10
Eagle Capital Management, LLC	INCREASED	40,548	39,886	+662	+2%	$3.4K	$3.0K	-$336	2016-10-20
Parsons Capital Management Inc	NEW	36,995	—	+36,995	—	—	$2.8K	—	2016-11-04
Kingfisher Capital LLC	DECREASED	26,643	27,890	-1,247	-4%	$2.4K	$2.0K	-$363	2016-11-15
Convergence Investment Partners, LLC	NEW	17,516	—	+17,516	—	—	$1.3K	—	2016-11-10
Westwood Holdings Group Inc	NEW	17,057	—	+17,057	—	—	$1.3K	—	2016-11-15
HL Financial Services LLC	DECREASED	16,213	17,096	-883	-5%	$1.4K	$1.2K	-$232	2016-10-25
Fiduciary Financial Services of the Southwest Inc	NEW	12,872	—	+12,872	—	—	$963	—	2016-11-09
Barrington Strategic Wealth Management Group LLC	NEW	8,403	—	+8,403	—	—	$629	—	2016-11-14
Godshalk Welsh Capital Management, Inc.	UNCHANGED	5,350	5,350	0	0%	$452	$400	-$52	2016-11-14
BAR Harbor Wealth Management	NEW	4,776	—	+4,776	—	—	$357	—	2016-10-14
Farmers National Bank	NEW	1,422	—	+1,422	—	—	$106	—	2016-11-16
Sharkey, Howes & Javer	UNCHANGED	1,174	1,174	0	0%	$99	$88	-$11	2016-11-02
Security National Trust Co	UNCHANGED	1,004	1,004	0	0%	$85	$75	-$10	2016-10-25
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	UNCHANGED	300	300	0	0%	$25	$22	-$3	2016-11-14
Group One Trading LLC	DECREASED	160	1,050	-890	-85%	$89	$12	-$77	2016-11-14
Valley National Advisers Inc	NEW	5	—	+5	—	—	$0	—	2016-11-01
TPH Asset Management, LLC	CLOSED	0	107,445	-107,445	-100%	$9.1K	$0	-$9.1K	2016-11-14
Sanctuary Wealth Advisors, LLC	CLOSED	0	46,670	-46,670	-100%	$3.9K	$0	-$3.9K	2016-11-09
Archford Capital Strategies, LLC	CLOSED	0	21,377	-21,377	-100%	$1.8K	$0	-$1.8K	2016-11-14
Town & Country Bank & Trust Co dba First Bankers Trust Co	CLOSED	0	16,100	-16,100	-100%	$1.4K	$0	-$1.4K	2016-11-01
Montecito Bank & Trust	CLOSED	0	11,815	-11,815	-100%	$999	$0	-$999	2016-11-03
Advisory Services Network, LLC	CLOSED	0	9,538	-9,538	-100%	$806	$0	-$806	2016-10-07
Pittenger & Anderson Inc	CLOSED	0	8,815	-8,815	-100%	$745	$0	-$745	2016-11-14
CWM, LLC	CLOSED	0	3,188	-3,188	-100%	$269	$0	-$269	2016-10-17
Frontier Investment Mgmt Co	CLOSED	0	2,650	-2,650	-100%	$224	$0	-$224	2016-11-08
Nelson Capital Management, LLC	CLOSED	0	26	-26	-100%	$2	$0	-$2	2016-10-27

Showing 29 of 29 institutions