Capital World Investors
WTRG icon

Capital World Investors’s Essential Utilities WTRG Stock Holding History

Capital World Investors’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
2017
Q1 		– Sell
-289,000
Closed -$8.68M – 520
2016
Q4 		$8.68M Hold
289,000
– – ﹤0.01% 458
2016
Q3 		$8.81M Hold
289,000
– – ﹤0.01% 456
2016
Q2 		$10.3M Buy
+289,000
New +$9.41M ﹤0.01% 439

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Capital World Investors's WTRG Position: Q1 2017 in Review

Capital World Investors sold out of Essential Utilities (WTRG) in Q1 2017, closing a stake of 289,000 shares — an estimated $8.68M sold.

Capital World Investors first reported a position in WTRG in Q2 2016 and held it in 3 quarters. The position peaked at $10.3M in Q2 2016. 426 funds tracked by Wall St. Rank hold WTRG as of Q1 2017.

  • Capital World Investors reported no remaining Essential Utilities position as of Q1 2017 after selling out during the quarter.
  • Capital World Investors sold 289,000 Essential Utilities shares in Q1 2017, an estimated $8.68M.
  • Capital World Investors first reported a position in Essential Utilities in Q2 2016 and held it in 3 quarters.
  • Capital World Investors's Essential Utilities position peaked at $10.3M in Q2 2016.
  • 426 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2017.

Based on Capital World Investors's 13F filing for Q1 2017, filed 15 May 2017.