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Arbor Wealth Management (Florida)’s Essential Utilities WTRG Stock Holding History

Arbor Wealth Management (Florida)’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
Q3 		– Sell
-1,882
Closed -$78K – 195
2019
Q2 		$78K Hold
1,882
– – 0.04% 69
2019
Q1 		$69K Hold
1,882
– – 0.04% 74
2018
Q4 		$64K Buy
+1,882
New +$65.3K 0.06% 70

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Arbor Wealth Management (Florida)'s WTRG Position: Q3 2019 in Review

Arbor Wealth Management (Florida) sold out of Essential Utilities (WTRG) in Q3 2019, closing a stake of 1,882 shares — an estimated $78K sold.

Arbor Wealth Management (Florida) first reported a position in WTRG in Q4 2018 and held it in 3 quarters. The position peaked at $78K in Q2 2019. 576 funds tracked by Wall St. Rank hold WTRG as of Q3 2019.

  • Arbor Wealth Management (Florida) reported no remaining Essential Utilities position as of Q3 2019 after selling out during the quarter.
  • Arbor Wealth Management (Florida) sold 1,882 Essential Utilities shares in Q3 2019, an estimated $78K.
  • Arbor Wealth Management (Florida) first reported a position in Essential Utilities in Q4 2018 and held it in 3 quarters.
  • Arbor Wealth Management (Florida)'s Essential Utilities position peaked at $78K in Q2 2019.
  • 576 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2019.

Based on Arbor Wealth Management (Florida)'s 13F filing for Q3 2019, filed 6 Nov 2019.