Aevitas Wealth Management’s Essential Utilities WTRG Stock Holding History

Aevitas Wealth 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
2018 Q4	–	Sell	-893	Closed	-$33K	–	460
2018 Q3	$33K	Buy	893 +303	+51%	+$11.2K	0.03%	235
2018 Q2	$21K	Buy	590 +3	+0.5%	+$103	0.02%	275
2018 Q1	$20K	Buy	587 +3	+0.5%	+$104	0.02%	257
2017 Q4	$23K	Buy	+584	New	+$21.3K	0.02%	248

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Aevitas Wealth Management's WTRG Position: Q4 2018 in Review

Aevitas Wealth Management sold out of Essential Utilities (WTRG) in Q4 2018, closing a stake of 893 shares — an estimated $33K sold.

Aevitas Wealth Management first reported a position in WTRG in Q4 2017 and held it in 4 quarters. The position peaked at $33K in Q3 2018. 520 funds tracked by Wall St. Rank hold WTRG as of Q4 2018.

Aevitas Wealth Management reported no remaining Essential Utilities position as of Q4 2018 after selling out during the quarter.
Aevitas Wealth Management sold 893 Essential Utilities shares in Q4 2018, an estimated $33K.
Aevitas Wealth Management first reported a position in Essential Utilities in Q4 2017 and held it in 4 quarters.
Aevitas Wealth Management's Essential Utilities position peaked at $33K in Q3 2018.
520 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2018.

Based on Aevitas Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.