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Childress Capital Advisors’s Essential Utilities WTRG Stock Holding History

Childress Capital Advisors’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
2021
Q1 		– Sell
-299
Closed -$16K – 967
2020
Q4 		$16K Buy
+299
New +$13.3K 0.01% 415

Other funds holding WTRG

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Childress Capital Advisors's WTRG Position: Q1 2021 in Review

Childress Capital Advisors sold out of Essential Utilities (WTRG) in Q1 2021, closing a stake of 299 shares — an estimated $16K sold.

Childress Capital Advisors first reported a position in WTRG in Q4 2020 and held it in 1 quarter. The position peaked at $16K in Q4 2020. 597 funds tracked by Wall St. Rank hold WTRG as of Q1 2021.

  • Childress Capital Advisors reported no remaining Essential Utilities position as of Q1 2021 after selling out during the quarter.
  • Childress Capital Advisors sold 299 Essential Utilities shares in Q1 2021, an estimated $16K.
  • Childress Capital Advisors first reported a position in Essential Utilities in Q4 2020 and held it in 1 quarter.
  • Childress Capital Advisors's Essential Utilities position peaked at $16K in Q4 2020.
  • 597 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2021.

Based on Childress Capital Advisors's 13F filing for Q1 2021, filed 21 May 2021.