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Ausdal Financial Partners’s Essential Utilities WTRG Stock Holding History

Ausdal Financial Partners’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
2016
Q1 		– Sell
-1,500
Closed -$45K – 1031
2015
Q4 		$45K Buy
+1,500
New +$43.2K 0.02% 488

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Ausdal Financial Partners's WTRG Position: Q1 2016 in Review

Ausdal Financial Partners sold out of Essential Utilities (WTRG) in Q1 2016, closing a stake of 1,500 shares — an estimated $45K sold.

Ausdal Financial Partners first reported a position in WTRG in Q4 2015 and held it in 1 quarter. The position peaked at $45K in Q4 2015. 404 funds tracked by Wall St. Rank hold WTRG as of Q1 2016.

  • Ausdal Financial Partners reported no remaining Essential Utilities position as of Q1 2016 after selling out during the quarter.
  • Ausdal Financial Partners sold 1,500 Essential Utilities shares in Q1 2016, an estimated $45K.
  • Ausdal Financial Partners first reported a position in Essential Utilities in Q4 2015 and held it in 1 quarter.
  • Ausdal Financial Partners's Essential Utilities position peaked at $45K in Q4 2015.
  • 404 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2016.

Based on Ausdal Financial Partners's 13F filing for Q1 2016, filed 5 May 2016.