Clear Investment Research’s Essential Utilities WTRG Stock Holding History

Clear Investment Research’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 Q4	–	Sell	-13	Closed	-$1K	–	400
2019 Q3	$1K	Hold	13	–	–	﹤0.01%	218
2019 Q2	$1K	Hold	13	–	–	﹤0.01%	217
2019 Q1	$0	Hold	13	–	–	﹤0.01%	387
2018 Q4	$0	Sell	13 -10	-43%	-$347	﹤0.01%	388
2018 Q3	$0	Buy	+23	New	+$851	﹤0.01%	390

Other funds holding WTRG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 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 $1T AUM

BPSG

Brookfield Public Securities Group New York $6.17B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Clear Investment Research's WTRG Position: Q4 2019 in Review

Clear Investment Research sold out of Essential Utilities (WTRG) in Q4 2019, closing a stake of 13 shares — an estimated $1K sold.

Clear Investment Research first reported a position in WTRG in Q3 2018 and held it in 5 quarters. The position peaked at $1K in Q3 2019. 595 funds tracked by Wall St. Rank hold WTRG as of Q4 2019.

Clear Investment Research reported no remaining Essential Utilities position as of Q4 2019 after selling out during the quarter.
Clear Investment Research sold 13 Essential Utilities shares in Q4 2019, an estimated $1K.
Clear Investment Research first reported a position in Essential Utilities in Q3 2018 and held it in 5 quarters.
Clear Investment Research's Essential Utilities position peaked at $1K in Q3 2019.
595 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2019.

Based on Clear Investment Research's 13F filing for Q4 2019, filed 4 Feb 2020.