CIAS
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Capital Investment Advisory Services’s Essential Utilities WTRG Stock Holding History

Capital Investment Advisory Services’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
-325
Closed -$15K – 1262
2019
Q3 		$15K Hold
325
– – ﹤0.01% 899
2019
Q2 		$13K Buy
325
+200
+160% +$7.78K ﹤0.01% 905
2019
Q1 		$5K Hold
125
– – ﹤0.01% 988
2018
Q4 		$4K Buy
+125
New +$4.33K ﹤0.01% 985

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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
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BPSG
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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

Capital Investment Advisory Services's WTRG Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Essential Utilities (WTRG) in Q4 2019, closing a stake of 325 shares — an estimated $15K sold.

Capital Investment Advisory Services first reported a position in WTRG in Q4 2018 and held it in 4 quarters. The position peaked at $15K in Q3 2019. 595 funds tracked by Wall St. Rank hold WTRG as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Essential Utilities position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 325 Essential Utilities shares in Q4 2019, an estimated $15K.
  • Capital Investment Advisory Services first reported a position in Essential Utilities in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's Essential Utilities position peaked at $15K in Q3 2019.
  • 595 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.