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Ameritas Investment Company’s Essential Utilities WTRG Stock Holding History

Ameritas Investment Company’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
-180
Closed -$7K – 1600
2020
Q1 		$7K Buy
+180
New +$8.49K ﹤0.01% 1303
2019
Q1 		– Sell
-926
Closed -$32K – 1782
2018
Q4 		$32K Buy
+926
New +$32.1K 0.01% 718

Other funds holding WTRG

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameritas Investment Company's WTRG Position: Q2 2020 in Review

Ameritas Investment Company sold out of Essential Utilities (WTRG) in Q2 2020, closing a stake of 180 shares — an estimated $7K sold.

Ameritas Investment Company first reported a position in WTRG in Q4 2018 and held it in 2 quarters. The position peaked at $32K in Q4 2018. 573 funds tracked by Wall St. Rank hold WTRG as of Q2 2020.

  • Ameritas Investment Company reported no remaining Essential Utilities position as of Q2 2020 after selling out during the quarter.
  • Ameritas Investment Company sold 180 Essential Utilities shares in Q2 2020, an estimated $7K.
  • Ameritas Investment Company first reported a position in Essential Utilities in Q4 2018 and held it in 2 quarters.
  • Ameritas Investment Company's Essential Utilities position peaked at $32K in Q4 2018.
  • 573 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2020.

Based on Ameritas Investment Company's 13F filing for Q2 2020, filed 14 Aug 2020.