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Beacon Capital Management Inc (Ohio)’s Essential Utilities WTRG Stock Holding History

Beacon Capital Management Inc (Ohio)’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
Q2 		– Sell
-2
Closed – – 214
2017
Q1 		$0 Buy
+2
New +$61 ﹤0.01% 216

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Beacon Capital Management Inc (Ohio)'s WTRG Position: Q2 2017 in Review

Beacon Capital Management Inc (Ohio) sold out of Essential Utilities (WTRG) in Q2 2017, closing a stake of 2 shares.

Beacon Capital Management Inc (Ohio) first reported a position in WTRG in Q1 2017 and held it in 1 quarter. The position peaked at $0 in Q1 2017. 411 funds tracked by Wall St. Rank hold WTRG as of Q2 2017.

  • Beacon Capital Management Inc (Ohio) reported no remaining Essential Utilities position as of Q2 2017 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 2 Essential Utilities shares in Q2 2017.
  • Beacon Capital Management Inc (Ohio) first reported a position in Essential Utilities in Q1 2017 and held it in 1 quarter.
  • Beacon Capital Management Inc (Ohio)'s Essential Utilities position peaked at $0 in Q1 2017.
  • 411 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2017.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2017, filed 11 Jul 2017.