Claro Advisors’s Essential Utilities WTRG Stock Holding History

Claro 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
2019 Q1	–	Sell	-616	Closed	-$23K	–	944
2018 Q4	$23K	Buy	+616	New	+$21.4K	0.02%	513

Other funds holding WTRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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 Oslo, Norway $935B AUM

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Claro Advisors's WTRG Position: Q1 2019 in Review

Claro Advisors sold out of Essential Utilities (WTRG) in Q1 2019, closing a stake of 616 shares — an estimated $23K sold.

Claro Advisors first reported a position in WTRG in Q4 2018 and held it in 1 quarter. The position peaked at $23K in Q4 2018. 537 funds tracked by Wall St. Rank hold WTRG as of Q1 2019.

Claro Advisors reported no remaining Essential Utilities position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 616 Essential Utilities shares in Q1 2019, an estimated $23K.
Claro Advisors first reported a position in Essential Utilities in Q4 2018 and held it in 1 quarter.
Claro Advisors's Essential Utilities position peaked at $23K in Q4 2018.
537 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.