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Barrington Strategic Wealth Management Group’s Essential Utilities WTRG Stock Holding History

Barrington Strategic Wealth Management Group’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
-6,750
Closed -$201K – 98
2015
Q4 		$201K Buy
+6,750
New +$194K 0.12% 98
2015
Q2 		– Sell
-8,925
Closed -$235K – 103
2015
Q1 		$235K Hold
8,925
– – 0.14% 96
2014
Q4 		$238K Sell
8,925
-200
-2% -$5.14K 0.15% 95
2014
Q3 		$215K Hold
9,125
– – 0.14% 100
2014
Q2 		$239K Sell
9,125
-700
-7% -$17.6K 0.15% 96
2014
Q1 		$246K Hold
9,825
– – 0.16% 90
2013
Q4 		$232K Sell
9,825
-600
-6% -$14.6K 0.15% 88
2013
Q3 		$258K Sell
10,425
-4,256
-29% -$109K 0.23% 79
2013
Q2 		$368K Buy
+14,681
New +$373K 0.3% 79

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return