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Brant Point Investment Management’s Essential Utilities WTRG Stock Holding History

Brant Point Investment 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
2019
Q4 		– Sell
-16,000
Closed -$717K – 136
2019
Q3 		$717K Hold
16,000
– – 0.07% 121
2019
Q2 		$662K Buy
+16,000
New +$622K 0.06% 117

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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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BPSG
Brookfield Public Securities Group New York $6.17B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Brant Point Investment Management's WTRG Position: Q4 2019 in Review

Brant Point Investment Management sold out of Essential Utilities (WTRG) in Q4 2019, closing a stake of 16,000 shares — an estimated $717K sold.

Brant Point Investment Management first reported a position in WTRG in Q2 2019 and held it in 2 quarters. The position peaked at $717K in Q3 2019. 595 funds tracked by Wall St. Rank hold WTRG as of Q4 2019.

  • Brant Point Investment Management reported no remaining Essential Utilities position as of Q4 2019 after selling out during the quarter.
  • Brant Point Investment Management sold 16,000 Essential Utilities shares in Q4 2019, an estimated $717K.
  • Brant Point Investment Management first reported a position in Essential Utilities in Q2 2019 and held it in 2 quarters.
  • Brant Point Investment Management's Essential Utilities position peaked at $717K in Q3 2019.
  • 595 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2019.

Based on Brant Point Investment Management's 13F filing for Q4 2019, filed 13 Feb 2020.