CCA
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Checchi Capital Advisers’s Essential Utilities WTRG Stock Holding History

Checchi Capital Advisers’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
2016
Q3 		– Sell
-583
Closed -$21K – 1231
2016
Q2 		$21K Sell
583
-496
-46% -$16.2K ﹤0.01% 1159
2016
Q1 		$34K Buy
+1,079
New +$33.4K 0.01% 949

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Checchi Capital Advisers's WTRG Position: Q3 2016 in Review

Checchi Capital Advisers sold out of Essential Utilities (WTRG) in Q3 2016, closing a stake of 583 shares — an estimated $21K sold.

Checchi Capital Advisers first reported a position in WTRG in Q1 2016 and held it in 2 quarters. The position peaked at $34K in Q1 2016. 416 funds tracked by Wall St. Rank hold WTRG as of Q3 2016.

  • Checchi Capital Advisers reported no remaining Essential Utilities position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 583 Essential Utilities shares in Q3 2016, an estimated $21K.
  • Checchi Capital Advisers first reported a position in Essential Utilities in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's Essential Utilities position peaked at $34K in Q1 2016.
  • 416 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.