Capital World Investors’s Essential Utilities, Inc.6.00% Tangible Equity Units WTRU Stock Holding History

Capital World Investors’s Portfolio WTRU Stock Details WTRU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-35,600	Closed	-$2.04M	–	637
2021 Q1	$2.04M	Hold	35,600	–	–	﹤0.01%	570
2020 Q4	$2.21M	Sell	35,600 -6,000	-14%	-$348K	﹤0.01%	545
2020 Q3	$2.23M	Sell	41,600 -50,000	-55%	-$2.83M	﹤0.01%	538
2020 Q2	$5.18M	Hold	91,600	–	–	﹤0.01%	495
2020 Q1	$4.91M	Sell	91,600 -48,400	-35%	-$3M	﹤0.01%	473
2019 Q4	$8.73M	Hold	140,000	–	–	﹤0.01%	467
2019 Q3	$8.48M	Buy	+140,000	New	+$8.19M	﹤0.01%	477

Other funds holding WTRU

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

BCM

BlueCrest Capital Management St Helier, Jersey $1.69B AUM 20.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors's WTRU Position: Q2 2021 in Review

Capital World Investors sold out of Essential Utilities, Inc.6.00% Tangible Equity Units (WTRU) in Q2 2021, closing a stake of 35,600 shares — an estimated $2.04M sold.

Capital World Investors first reported a position in WTRU in Q3 2019 and held it in 7 quarters. The position peaked at $8.73M in Q4 2019. 43 funds tracked by Wall St. Rank hold WTRU as of Q2 2021.

Capital World Investors reported no remaining Essential Utilities, Inc.6.00% Tangible Equity Units position as of Q2 2021 after selling out during the quarter.
Capital World Investors sold 35,600 Essential Utilities, Inc.6.00% Tangible Equity Units shares in Q2 2021, an estimated $2.04M.
Capital World Investors first reported a position in Essential Utilities, Inc.6.00% Tangible Equity Units in Q3 2019 and held it in 7 quarters.
Capital World Investors's Essential Utilities, Inc.6.00% Tangible Equity Units position peaked at $8.73M in Q4 2019.
43 funds tracked by Wall St. Rank held Essential Utilities, Inc.6.00% Tangible Equity Units as of Q2 2021.

Based on Capital World Investors's 13F filing for Q2 2021, filed 16 Aug 2021.