Berman Capital Advisors’s Essential Utilities WTRG Stock Holding History

Berman Capital 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
2021 Q3	$13K	Sell	298 -12	-4%	-$581	﹤0.01%	1111
2021 Q2	$14K	Buy	310 +1	+0.3%	+$47	﹤0.01%	1039
2021 Q1	$13K	Buy	309 +1	+0.3%	+$45	﹤0.01%	950
2020 Q4	$14K	Buy	308 +19	+7%	+$844	﹤0.01%	799
2020 Q3	$11K	Buy	289 +21	+8%	+$902	﹤0.01%	777
2020 Q2	$11K	Buy	268 +65	+32%	+$2.75K	﹤0.01%	742
2020 Q1	$8K	Hold	203	–	–	﹤0.01%	746
2019 Q4	$9K	Hold	203	–	–	﹤0.01%	798
2019 Q3	$9K	Buy	203 +1	+0.5%	+$43	﹤0.01%	763
2019 Q2	$8K	Hold	202	–	–	﹤0.01%	831
2019 Q1	$7K	Buy	202 +62	+44%	+$2.19K	﹤0.01%	792
2018 Q4	$4K	Buy	+140	New	+$4.86K	﹤0.01%	764

Other funds holding WTRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berman Capital Advisors's WTRG Position: Q3 2021 in Review

Berman Capital Advisors reduced its Essential Utilities (WTRG) stake by 3.9% in Q3 2021, selling an estimated $581 and leaving 298 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Berman Capital Advisors first reported a position in WTRG in Q4 2018 and has held it in 12 quarters since. The position peaked at $14K in Q2 2021. 596 funds tracked by Wall St. Rank hold WTRG as of Q3 2021.

Berman Capital Advisors held 298 shares of Essential Utilities worth $13K as of Q3 2021.
Berman Capital Advisors sold 12 Essential Utilities shares in Q3 2021, an estimated $581.
Essential Utilities made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1111 holding.
Berman Capital Advisors first reported a position in Essential Utilities in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Essential Utilities position peaked at $14K in Q2 2021.
596 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.