Braun-Bostich & Associates’s Essential Utilities WTRG Stock Holding History

Braun-Bostich & Associates’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
2020 Q3	–	Sell	-58	Closed	-$2K	–	348
2020 Q2	$2K	Hold	58	–	–	﹤0.01%	303
2020 Q1	$2K	Hold	58	–	–	﹤0.01%	283
2019 Q4	$3K	Buy	+58	New	+$2.61K	﹤0.01%	295
2019 Q3	–	Sell	-58	Closed	-$2K	–	309
2019 Q2	$2K	Hold	58	–	–	﹤0.01%	304
2019 Q1	$2K	Hold	58	–	–	﹤0.01%	304
2018 Q4	$2K	Hold	58	–	–	﹤0.01%	302
2018 Q3	$2K	Hold	58	–	–	﹤0.01%	309
2018 Q2	$2K	Hold	58	–	–	﹤0.01%	292
2018 Q1	$2K	Hold	58	–	–	﹤0.01%	307
2017 Q4	$2K	Buy	+58	New	+$2.12K	﹤0.01%	293

Other funds holding WTRG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Braun-Bostich & Associates's WTRG Position: Q3 2020 in Review

Braun-Bostich & Associates sold out of Essential Utilities (WTRG) in Q3 2020, closing a stake of 58 shares — an estimated $2K sold.

Braun-Bostich & Associates first reported a position in WTRG in Q4 2017 and held it in 10 quarters. The position peaked at $3K in Q4 2019. 572 funds tracked by Wall St. Rank hold WTRG as of Q3 2020.

Braun-Bostich & Associates reported no remaining Essential Utilities position as of Q3 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 58 Essential Utilities shares in Q3 2020, an estimated $2K.
Braun-Bostich & Associates first reported a position in Essential Utilities in Q4 2017 and held it in 10 quarters.
Braun-Bostich & Associates's Essential Utilities position peaked at $3K in Q4 2019.
572 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2020.

Based on Braun-Bostich & Associates's 13F filing for Q3 2020, filed 9 Oct 2020.