AIA
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Alera Investment Advisors’s Essential Utilities WTRG Stock Holding History

Alera Investment Advisors’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
2019
Q2 		– Sell
-28
Closed -$1K – 1027
2019
Q1 		$1K Sell
28
-554
-95% -$19.5K ﹤0.01% 1102
2018
Q4 		$20K Buy
+582
New +$20.2K 0.01% 284

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Alera Investment Advisors's WTRG Position: Q2 2019 in Review

Alera Investment Advisors sold out of Essential Utilities (WTRG) in Q2 2019, closing a stake of 28 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in WTRG in Q4 2018 and held it in 2 quarters. The position peaked at $20K in Q4 2018. 544 funds tracked by Wall St. Rank hold WTRG as of Q2 2019.

  • Alera Investment Advisors reported no remaining Essential Utilities position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 28 Essential Utilities shares in Q2 2019, an estimated $1K.
  • Alera Investment Advisors first reported a position in Essential Utilities in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Essential Utilities position peaked at $20K in Q4 2018.
  • 544 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.