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A.R.T. Advisors’s Essential Utilities WTRG Stock Holding History

A.R.T. Advisors’s Portfolio WTRG Stock Details WTRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-14,400
Closed -$531K – 1702
2018
Q3 		$531K Buy
14,400
+2,500
+21% +$92.5K 0.02% 836
2018
Q2 		$418K Buy
+11,900
New +$408K 0.02% 982
2017
Q1 		– Sell
-10,400
Closed -$312K – 1750
2016
Q4 		$312K Buy
+10,400
New +$310K 0.02% 938
2016
Q3 		– Sell
-24,039
Closed -$857K – 1188
2016
Q2 		$857K Buy
+24,039
New +$783K 0.04% 607
2014
Q3 		– Sell
-20,450
Closed -$536K – 1554
2014
Q2 		$536K Sell
20,450
-12,313
-38% -$310K 0.03% 748
2014
Q1 		$821K Sell
32,763
-20,542
-39% -$496K 0.04% 568
2013
Q4 		$1.26M Sell
53,305
-15,700
-23% -$383K 0.07% 401
2013
Q3 		$1.71M Buy
69,005
+9,429
+16% +$240K 0.09% 316
2013
Q2 		$1.49M Buy
+59,576
New +$1.51M 0.05% 478

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

A.R.T. Advisors's WTRG Position: Q4 2018 in Review

A.R.T. Advisors sold out of Essential Utilities (WTRG) in Q4 2018, closing a stake of 14,400 shares — an estimated $531K sold.

A.R.T. Advisors first reported a position in WTRG in Q2 2013 and held it in 9 quarters. The position peaked at $1.71M in Q3 2013. 520 funds tracked by Wall St. Rank hold WTRG as of Q4 2018.

  • A.R.T. Advisors reported no remaining Essential Utilities position as of Q4 2018 after selling out during the quarter.
  • A.R.T. Advisors sold 14,400 Essential Utilities shares in Q4 2018, an estimated $531K.
  • A.R.T. Advisors first reported a position in Essential Utilities in Q2 2013 and held it in 9 quarters.
  • A.R.T. Advisors's Essential Utilities position peaked at $1.71M in Q3 2013.
  • 520 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2018.

Based on A.R.T. Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.