Agran Libbie’s Essential Utilities WTRG Stock Holding History

Agran Libbie’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 Q1	$1.07M	Sell	33,250 -600	-2%	-$18.4K	0.25%	77
2016 Q4	$1.02M	Hold	33,850	–	–	0.25%	78
2016 Q3	$1.03M	Sell	33,850 -200	-0.6%	-$6.48K	0.3%	66
2016 Q2	$1.21M	Sell	34,050 -1,000	-3%	-$32.6K	0.3%	73
2016 Q1	$1.11M	Sell	35,050 -55,668	-61%	-$1.72M	0.29%	72
2015 Q4	$2.7M	Sell	90,718 -2	-0%	-$58	0.71%	47
2015 Q3	$2.4M	Sell	90,720 -2,913	-3%	-$74.6K	0.67%	47
2015 Q2	$2.29M	Sell	93,633 -2,541	-3%	-$66.7K	0.6%	53
2015 Q1	$2.53M	Sell	96,174 -2,150	-2%	-$57.2K	0.6%	50
2014 Q4	$2.63M	Sell	98,324 -1,907	-2%	-$49K	0.62%	50
2014 Q3	$2.36M	Sell	100,231 -791	-0.8%	-$19.3K	0.58%	52
2014 Q2	$2.65M	Sell	101,022 -225	-0.2%	-$5.66K	0.68%	49
2014 Q1	$2.54M	Sell	101,247 -600	-0.6%	-$14.5K	0.68%	49
2013 Q4	$2.4M	Sell	101,847 -2,646	-3%	-$64.5K	0.63%	51
2013 Q3	$2.58M	Sell	104,493 -25	-0%	-$638	0.75%	49
2013 Q2	$2.62M	Buy	+104,518	New	+$2.65M	0.76%	48

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

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

IAMU

Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Agran Libbie's WTRG Position: Q1 2017 in Review

Agran Libbie reduced its Essential Utilities (WTRG) stake by 1.8% in Q1 2017, selling an estimated $18.4K and leaving 33,250 shares worth $1.07M. The position accounts for 0.25% of the portfolio, ranked #77.

Agran Libbie first reported a position in WTRG in Q2 2013 and has held it in 16 quarters since. The position peaked at $2.7M in Q4 2015. 426 funds tracked by Wall St. Rank hold WTRG as of Q1 2017.

Agran Libbie held 33,250 shares of Essential Utilities worth $1.07M as of Q1 2017.
Agran Libbie sold 600 Essential Utilities shares in Q1 2017, an estimated $18.4K.
Essential Utilities made up 0.25% of Agran Libbie's portfolio in Q1 2017, its #77 holding.
Agran Libbie first reported a position in Essential Utilities in Q2 2013 and has held it in 16 quarters since.
Agran Libbie's Essential Utilities position peaked at $2.7M in Q4 2015.
426 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2017.

Based on Agran Libbie's 13F filing for Q1 2017, filed 27 Apr 2017.