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Avantax Planning Partners’s Essential Utilities WTRG Stock Holding History

Avantax Planning 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
2018
Q4 		– Sell
-1,560
Closed -$58K – 1202
2018
Q3 		$58K Buy
+1,560
New +$57.7K ﹤0.01% 453
2018
Q2 		– Sell
-1,560
Closed -$53K – 1497
2018
Q1 		$53K Buy
+1,560
New +$54.3K ﹤0.01% 519

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State Street
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Impax Asset Management Group
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Stifel Financial
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Avantax Planning Partners's WTRG Position: Q4 2018 in Review

Avantax Planning Partners sold out of Essential Utilities (WTRG) in Q4 2018, closing a stake of 1,560 shares — an estimated $58K sold.

Avantax Planning Partners first reported a position in WTRG in Q1 2018 and held it in 2 quarters. The position peaked at $58K in Q3 2018. 520 funds tracked by Wall St. Rank hold WTRG as of Q4 2018.

  • Avantax Planning Partners reported no remaining Essential Utilities position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,560 Essential Utilities shares in Q4 2018, an estimated $58K.
  • Avantax Planning Partners first reported a position in Essential Utilities in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Essential Utilities position peaked at $58K in Q3 2018.
  • 520 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.