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Advisory Alpha’s Essential Utilities WTRG Stock Holding History

Advisory Alpha’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
2020
Q4 		– Sell
-200
Closed -$8K – 660
2020
Q3 		$8K Buy
+200
New +$8.59K ﹤0.01% 459
2020
Q2 		– Sell
-200
Closed -$8.52K – 624
2020
Q1 		$8.52K Hold
200
– – ﹤0.01% 426
2019
Q4 		$9.52K Hold
200
– – ﹤0.01% 505
2019
Q3 		$9.12K Buy
+200
New +$8.59K ﹤0.01% 467
2019
Q2 		– Sell
-200
Closed -$7.54K – 651
2019
Q1 		$7.54K Buy
+200
New +$7.05K ﹤0.01% 434

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return