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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Barrington Strategic Wealth Management Group's WTRG Position: Q1 2016 in Review

Barrington Strategic Wealth Management Group sold out of Essential Utilities (WTRG) in Q1 2016, closing a stake of 6,750 shares — an estimated $201K sold.

Barrington Strategic Wealth Management Group first reported a position in WTRG in Q2 2013 and held it in 9 quarters. The position peaked at $368K in Q2 2013. 404 funds tracked by Wall St. Rank hold WTRG as of Q1 2016.

Barrington Strategic Wealth Management Group reported no remaining Essential Utilities position as of Q1 2016 after selling out during the quarter.
Barrington Strategic Wealth Management Group sold 6,750 Essential Utilities shares in Q1 2016, an estimated $201K.
Barrington Strategic Wealth Management Group first reported a position in Essential Utilities in Q2 2013 and held it in 9 quarters.
Barrington Strategic Wealth Management Group's Essential Utilities position peaked at $368K in Q2 2013.
404 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2016.

Based on Barrington Strategic Wealth Management Group's 13F filing for Q1 2016, filed 10 May 2016.