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Stock index based on fund manager consensus updated each quarter
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Capital Fund Management (CFM)’s
Essential Utilities
WTRG
Stock Holding History
Capital Fund Management (CFM)’s Portfolio
WTRG Stock Details
WTRG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2014
Q1
–
Sell
-206,155
Closed
-$4.86M
–
1986
2013
Q4
$4.86M
Sell
206,155
-81,852
-28%
-$2M
0.06%
388
2013
Q3
$7.12M
Buy
+288,007
New
+$7.34M
0.1%
262
Other funds holding WTRG
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
BIT
BlackRock Institutional Trust
San Francisco, California
$675B AUM
16.07%
1-Year Est. Return
BFA
BlackRock Fund Advisors
San Francisco, California
$542B AUM
18.13%
1-Year Est. Return
PAMU
Pictet Asset Management (UK)
London, United Kingdom
$91.8B AUM
47.77%
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
SO
STRS Ohio
Columbus, Ohio
$25.2B AUM
30.31%
1-Year Est. Return
RS
Robeco Schweiz
Zurich, Switzerland
$4.73B AUM
58.9%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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