Blue Sky Asset Management’s Essential Utilities WTRG Stock Holding History

Blue Sky Asset Management’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
2018 Q4	–	Sell	-29,317	Closed	-$1.08M	–	90
2018 Q3	$1.08M	Sell	29,317 -1,543	-5%	-$57.1K	0.91%	19
2018 Q2	$1.09M	Buy	+30,860	New	+$1.06M	0.91%	17

Other funds holding WTRG

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

BlackRock New York $5.72T AUM 30.48% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Blue Sky Asset Management's WTRG Position: Q4 2018 in Review

Blue Sky Asset Management sold out of Essential Utilities (WTRG) in Q4 2018, closing a stake of 29,317 shares — an estimated $1.08M sold.

Blue Sky Asset Management first reported a position in WTRG in Q2 2018 and held it in 2 quarters. The position peaked at $1.09M in Q2 2018. 520 funds tracked by Wall St. Rank hold WTRG as of Q4 2018.

Blue Sky Asset Management reported no remaining Essential Utilities position as of Q4 2018 after selling out during the quarter.
Blue Sky Asset Management sold 29,317 Essential Utilities shares in Q4 2018, an estimated $1.08M.
Blue Sky Asset Management first reported a position in Essential Utilities in Q2 2018 and held it in 2 quarters.
Blue Sky Asset Management's Essential Utilities position peaked at $1.09M in Q2 2018.
520 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2018.

Based on Blue Sky Asset Management's 13F filing for Q4 2018, filed 12 Feb 2019.