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AlphaOne Investment Services’s Essential Utilities WTRG Stock Holding History

AlphaOne Investment Services’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
Q4 		– Sell
-130
Closed -$6K – 93
2019
Q3 		$6K Hold
130
– – 0.01% 84
2019
Q2 		$5K Hold
130
– – ﹤0.01% 178
2019
Q1 		$5K Hold
130
– – ﹤0.01% 197
2018
Q4 		$4K Hold
130
– – ﹤0.01% 207
2018
Q3 		$5K Hold
130
– – ﹤0.01% 209
2018
Q2 		$5K Sell
130
-616
-83% -$21.1K ﹤0.01% 218
2018
Q1 		$25K Buy
746
+63
+9% +$2.19K 0.01% 388
2017
Q4 		$27K Buy
+683
New +$24.9K 0.01% 251

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ZP
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
Norges Bank Oslo, Norway $1T AUM
BPSG
Brookfield Public Securities Group New York $6.17B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AlphaOne Investment Services's WTRG Position: Q4 2019 in Review

AlphaOne Investment Services sold out of Essential Utilities (WTRG) in Q4 2019, closing a stake of 130 shares — an estimated $6K sold.

AlphaOne Investment Services first reported a position in WTRG in Q4 2017 and held it in 8 quarters. The position peaked at $27K in Q4 2017. 595 funds tracked by Wall St. Rank hold WTRG as of Q4 2019.

  • AlphaOne Investment Services reported no remaining Essential Utilities position as of Q4 2019 after selling out during the quarter.
  • AlphaOne Investment Services sold 130 Essential Utilities shares in Q4 2019, an estimated $6K.
  • AlphaOne Investment Services first reported a position in Essential Utilities in Q4 2017 and held it in 8 quarters.
  • AlphaOne Investment Services's Essential Utilities position peaked at $27K in Q4 2017.
  • 595 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2019.

Based on AlphaOne Investment Services's 13F filing for Q4 2019, filed 14 Feb 2020.