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Azimuth Capital Management’s Essential Utilities WTRG Stock Holding History

Azimuth Capital 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
2020
Q1 		– Sell
-5,500
Closed -$258K – 281
2019
Q4 		$258K Hold
5,500
– – 0.02% 264
2019
Q3 		$247K Hold
5,500
– – 0.02% 261
2019
Q2 		$228K Hold
5,500
– – 0.02% 267
2019
Q1 		$200K Buy
+5,500
New +$194K 0.01% 278
2018
Q4 		– Sell
-5,500
Closed -$203K – 292
2018
Q3 		$203K Buy
+5,500
New +$203K 0.01% 282
2018
Q1 		– Sell
-9,122
Closed -$358K – 291
2017
Q4 		$358K Hold
9,122
– – 0.03% 253
2017
Q3 		$303K Sell
9,122
-200
-2% -$6.7K 0.02% 264
2017
Q2 		$310K Sell
9,322
-2,025
-18% -$66.4K 0.02% 256
2017
Q1 		$365K Hold
11,347
– – 0.03% 240
2016
Q4 		$341K Hold
11,347
– – 0.03% 243
2016
Q3 		$346K Sell
11,347
-300
-3% -$9.73K 0.03% 239
2016
Q2 		$415K Hold
11,647
– – 0.04% 232
2016
Q1 		$371K Buy
11,647
+1,900
+19% +$58.8K 0.04% 233
2015
Q4 		$290K Hold
9,747
– – 0.03% 246
2015
Q3 		$258K Sell
9,747
-100
-1% -$2.56K 0.03% 257
2015
Q2 		$241K Hold
9,847
– – 0.02% 272
2015
Q1 		$259K Hold
9,847
– – 0.03% 271
2014
Q4 		$263K Hold
9,847
– – 0.03% 270
2014
Q3 		$232K Hold
9,847
– – 0.03% 267
2014
Q2 		$258K Sell
9,847
-375
-4% -$9.43K 0.03% 261
2014
Q1 		$256K Hold
10,222
– – 0.03% 250
2013
Q4 		$241K Sell
10,222
-1,652
-14% -$40.3K 0.03% 247
2013
Q3 		$294K Buy
+11,874
New +$303K 0.04% 228

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Azimuth Capital Management's WTRG Position: Q1 2020 in Review

Azimuth Capital Management sold out of Essential Utilities (WTRG) in Q1 2020, closing a stake of 5,500 shares — an estimated $258K sold.

Azimuth Capital Management first reported a position in WTRG in Q3 2013 and held it in 23 quarters. The position peaked at $415K in Q2 2016. 579 funds tracked by Wall St. Rank hold WTRG as of Q1 2020.

  • Azimuth Capital Management reported no remaining Essential Utilities position as of Q1 2020 after selling out during the quarter.
  • Azimuth Capital Management sold 5,500 Essential Utilities shares in Q1 2020, an estimated $258K.
  • Azimuth Capital Management first reported a position in Essential Utilities in Q3 2013 and held it in 23 quarters.
  • Azimuth Capital Management's Essential Utilities position peaked at $415K in Q2 2016.
  • 579 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2020.

Based on Azimuth Capital Management's 13F filing for Q1 2020, filed 13 May 2020.