Bruderman Asset Management’s Essential Utilities WTRG Stock Holding History

Bruderman 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	-1,522	Closed	-$56K	–	691
2018 Q3	$56K	Hold	1,522	–	–	0.01%	181
2018 Q2	$54K	Hold	1,522	–	–	0.01%	193
2018 Q1	$52K	Buy	+1,522	New	+$53K	0.01%	194
2017 Q3	–	Sell	-1,522	Closed	-$51K	–	322
2017 Q2	$51K	Buy	+1,522	New	+$49.9K	0.01%	198
2017 Q1	–	Sell	-1,522	Closed	-$46K	–	323
2016 Q4	$46K	Hold	1,522	–	–	0.01%	209
2016 Q3	$46K	Hold	1,522	–	–	0.01%	208
2016 Q2	$54K	Hold	1,522	–	–	0.02%	196
2016 Q1	$48K	Buy	+1,522	New	+$47.1K	0.02%	199

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

Bruderman Asset Management's WTRG Position: Q4 2018 in Review

Bruderman Asset Management sold out of Essential Utilities (WTRG) in Q4 2018, closing a stake of 1,522 shares — an estimated $56K sold.

Bruderman Asset Management first reported a position in WTRG in Q1 2016 and held it in 8 quarters. The position peaked at $56K in Q3 2018. 520 funds tracked by Wall St. Rank hold WTRG as of Q4 2018.

Bruderman Asset Management reported no remaining Essential Utilities position as of Q4 2018 after selling out during the quarter.
Bruderman Asset Management sold 1,522 Essential Utilities shares in Q4 2018, an estimated $56K.
Bruderman Asset Management first reported a position in Essential Utilities in Q1 2016 and held it in 8 quarters.
Bruderman Asset Management's Essential Utilities position peaked at $56K in Q3 2018.
520 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2018.

Based on Bruderman Asset Management's 13F filing for Q4 2018, filed 11 Feb 2019.