AWM
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Arbor Wealth Management’s Essential Utilities WTRG Stock Holding History

Arbor Wealth Management’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 – 196
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

Other funds holding WTRG

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BPSG
Brookfield Public Securities Group New York $6.17B 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return