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Baltimore-Washington Financial Advisors’s Essential Utilities WTRG Stock Holding History

Baltimore-Washington Financial Advisors’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
Q3 		– Sell
-82,547
Closed -$22K – 142
2020
Q2 		$22K Buy
+82,547
New +$3.49M ﹤0.01% 125
2013
Q3 		– Sell
-1,000
Closed -$25K – 221
2013
Q2 		$25K Buy
+1,000
New +$25.4K 0.01% 130

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 $3.38T AUM 44.17% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baltimore-Washington Financial Advisors's WTRG Position: Q3 2020 in Review

Baltimore-Washington Financial Advisors sold out of Essential Utilities (WTRG) in Q3 2020, closing a stake of 82,547 shares — an estimated $22K sold.

Baltimore-Washington Financial Advisors first reported a position in WTRG in Q2 2013 and held it in 2 quarters. The position peaked at $25K in Q2 2013. 572 funds tracked by Wall St. Rank hold WTRG as of Q3 2020.

  • Baltimore-Washington Financial Advisors reported no remaining Essential Utilities position as of Q3 2020 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 82,547 Essential Utilities shares in Q3 2020, an estimated $22K.
  • Baltimore-Washington Financial Advisors first reported a position in Essential Utilities in Q2 2013 and held it in 2 quarters.
  • Baltimore-Washington Financial Advisors's Essential Utilities position peaked at $25K in Q2 2013.
  • 572 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2020.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q3 2020, filed 3 Nov 2020.