Aldebaran Financial’s Essential Utilities WTRG Stock Holding History

Aldebaran Financial’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 Q2	–	Sell	-12,055	Closed	-$491K	–	89
2020 Q1	$491K	Sell	12,055 -300	-2%	-$14.2K	0.48%	62
2019 Q4	$580K	Hold	12,355	–	–	0.44%	69
2019 Q3	$555K	Hold	12,355	–	–	0.37%	72
2019 Q2	$511K	Hold	12,355	–	–	0.35%	73
2019 Q1	$450K	Hold	12,355	–	–	0.32%	80
2018 Q4	$422K	Hold	12,355	–	–	0.32%	76
2018 Q3	$456K	Sell	12,355 -2,500	-17%	-$92.5K	0.3%	74
2018 Q2	$523K	Hold	14,855	–	–	0.36%	73
2018 Q1	$506K	Hold	14,855	–	–	0.34%	73
2017 Q4	$583K	Hold	14,855	–	–	0.39%	66
2017 Q3	$493K	Hold	14,855	–	–	0.34%	71
2017 Q2	$495K	Hold	14,855	–	–	0.36%	67
2017 Q1	$478K	Buy	+14,855	New	+$456K	0.36%	68

Other funds holding WTRG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 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 $1T AUM

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aldebaran Financial's WTRG Position: Q2 2020 in Review

Aldebaran Financial sold out of Essential Utilities (WTRG) in Q2 2020, closing a stake of 12,055 shares — an estimated $491K sold.

Aldebaran Financial first reported a position in WTRG in Q1 2017 and held it in 13 quarters. The position peaked at $583K in Q4 2017. 573 funds tracked by Wall St. Rank hold WTRG as of Q2 2020.

Aldebaran Financial reported no remaining Essential Utilities position as of Q2 2020 after selling out during the quarter.
Aldebaran Financial sold 12,055 Essential Utilities shares in Q2 2020, an estimated $491K.
Aldebaran Financial first reported a position in Essential Utilities in Q1 2017 and held it in 13 quarters.
Aldebaran Financial's Essential Utilities position peaked at $583K in Q4 2017.
573 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2020.

Based on Aldebaran Financial's 13F filing for Q2 2020, filed 20 Jul 2020.