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BB&T Investment Services’s Essential Utilities WTRG Stock Holding History

BB&T Investment Services’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
2017
Q4 		$39K Buy
1,007
+2
+0.2% +$73 0.01% 613
2017
Q3 		$33K Buy
1,005
+2
+0.2% +$67 0.01% 604
2017
Q2 		$33K Sell
1,003
-5,951
-86% -$195K 0.01% 550
2017
Q1 		$223K Buy
6,954
+2
+0% +$61 0.09% 189
2016
Q4 		$209K Buy
+6,952
New +$207K 0.15% 145

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BB&T Investment Services's WTRG Position: Q4 2017 in Review

BB&T Investment Services increased its Essential Utilities (WTRG) stake by 0.2% in Q4 2017, buying an estimated $73 and bringing the position to 1,007 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #613.

BB&T Investment Services first reported a position in WTRG in Q4 2016 and has held it in 5 quarters since. The position peaked at $223K in Q1 2017. 486 funds tracked by Wall St. Rank hold WTRG as of Q4 2017.

  • BB&T Investment Services held 1,007 shares of Essential Utilities worth $39K as of Q4 2017.
  • BB&T Investment Services bought 2 Essential Utilities shares in Q4 2017, an estimated $73.
  • Essential Utilities made up 0.01% of BB&T Investment Services's portfolio in Q4 2017, its #613 holding.
  • BB&T Investment Services first reported a position in Essential Utilities in Q4 2016 and has held it in 5 quarters since.
  • BB&T Investment Services's Essential Utilities position peaked at $223K in Q1 2017.
  • 486 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.