AIA Investment Management’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$18K Hold
443
﹤0.01% 403
2020
Q2
$19K Buy
+443
New +$18.7K ﹤0.01% 351

Other funds holding WTRG

AIA Investment Management's WTRG Position: Q3 2020 in Review

AIA Investment Management held its Essential Utilities (WTRG) position steady in Q3 2020 at 443 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

AIA Investment Management first reported a position in WTRG in Q2 2020 and has held it in 2 quarters since. The position peaked at $19K in Q2 2020. 571 funds tracked by Wall St. Rank hold WTRG as of Q3 2020.

  • AIA Investment Management held 443 shares of Essential Utilities worth $18K as of Q3 2020.
  • AIA Investment Management left its Essential Utilities share count unchanged in Q3 2020.
  • Essential Utilities made up ﹤0.01% of AIA Investment Management's portfolio in Q3 2020, its #403 holding.
  • AIA Investment Management first reported a position in Essential Utilities in Q2 2020 and has held it in 2 quarters since.
  • AIA Investment Management's Essential Utilities position peaked at $19K in Q2 2020.
  • 571 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2020.

Based on AIA Investment Management's 13F filing for Q3 2020, filed 16 Nov 2020.