Advantage Investment Management’s Essential Utilities WTRG Stock Holding History

Advantage 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
2019 Q3	$31K	Hold	700	–	–	0.02%	435
2019 Q2	$29K	Hold	700	–	–	0.02%	455
2019 Q1	$26K	Hold	700	–	–	0.02%	469
2018 Q4	$24K	Hold	700	–	–	0.02%	483
2018 Q3	$26K	Hold	700	–	–	0.02%	524
2018 Q2	$25K	Hold	700	–	–	0.02%	501
2018 Q1	$24K	Hold	700	–	–	0.01%	526
2017 Q4	$27K	Hold	700	–	–	0.01%	523
2017 Q3	$23K	Hold	700	–	–	0.01%	531
2017 Q2	$23K	Hold	700	–	–	0.01%	538
2017 Q1	$23K	Hold	700	–	–	0.01%	522
2016 Q4	$21K	Buy	700 +300	+75%	+$8.95K	0.01%	498
2016 Q3	$12K	Buy	+400	New	+$13K	﹤0.01%	599

Other funds holding WTRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

BPSG

Brookfield Public Securities Group New York $6.17B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Advantage Investment Management's WTRG Position: Q3 2019 in Review

Advantage Investment Management held its Essential Utilities (WTRG) position steady in Q3 2019 at 700 shares worth $31K. The position accounts for 0.02% of the portfolio, ranked #435.

Advantage Investment Management first reported a position in WTRG in Q3 2016 and has held it in 13 quarters since. 576 funds tracked by Wall St. Rank hold WTRG as of Q3 2019.

Advantage Investment Management held 700 shares of Essential Utilities worth $31K as of Q3 2019.
Advantage Investment Management left its Essential Utilities share count unchanged in Q3 2019.
Essential Utilities made up 0.02% of Advantage Investment Management's portfolio in Q3 2019, its #435 holding.
Advantage Investment Management first reported a position in Essential Utilities in Q3 2016 and has held it in 13 quarters since.
576 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.