AIM
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Acrospire Investment Management’s Essential Utilities WTRG Stock Holding History

Acrospire Investment Management’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
2017
Q3 		– Sell
-225
Closed -$7K – 1451
2017
Q2 		$7K Buy
+225
New +$7.38K 0.01% 1894

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Acrospire Investment Management's WTRG Position: Q3 2017 in Review

Acrospire Investment Management sold out of Essential Utilities (WTRG) in Q3 2017, closing a stake of 225 shares — an estimated $7K sold.

Acrospire Investment Management first reported a position in WTRG in Q2 2017 and held it in 1 quarter. The position peaked at $7K in Q2 2017. 422 funds tracked by Wall St. Rank hold WTRG as of Q3 2017.

  • Acrospire Investment Management reported no remaining Essential Utilities position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 225 Essential Utilities shares in Q3 2017, an estimated $7K.
  • Acrospire Investment Management first reported a position in Essential Utilities in Q2 2017 and held it in 1 quarter.
  • Acrospire Investment Management's Essential Utilities position peaked at $7K in Q2 2017.
  • 422 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.