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Arthur Zaske & Associates’s Essential Utilities WTRG Stock Holding History

Arthur Zaske & Associates’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
2017
Q4 		$347K Hold
8,841
– – 0.38% 49
2017
Q3 		$293K Hold
8,841
– – 0.31% 55
2017
Q2 		$294K Buy
8,841
+240
+3% +$7.87K 0.26% 49
2017
Q1 		$277K Hold
8,601
– – 0.2% 51
2016
Q4 		$258K Buy
+8,601
New +$257K 0.19% 62

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Arthur Zaske & Associates's WTRG Position: Q4 2017 in Review

Arthur Zaske & Associates held its Essential Utilities (WTRG) position steady in Q4 2017 at 8,841 shares worth $347K. The position accounts for 0.38% of the portfolio, ranked #49.

Arthur Zaske & Associates first reported a position in WTRG in Q4 2016 and has held it in 5 quarters since. 486 funds tracked by Wall St. Rank hold WTRG as of Q4 2017.

  • Arthur Zaske & Associates held 8,841 shares of Essential Utilities worth $347K as of Q4 2017.
  • Arthur Zaske & Associates left its Essential Utilities share count unchanged in Q4 2017.
  • Essential Utilities made up 0.38% of Arthur Zaske & Associates's portfolio in Q4 2017, its #49 holding.
  • Arthur Zaske & Associates first reported a position in Essential Utilities in Q4 2016 and has held it in 5 quarters since.
  • 486 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2017.

Based on Arthur Zaske & Associates's 13F filing for Q4 2017, filed 14 Feb 2018.