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CAW
Cornerstone Advisors (Washington)’s
Essential Utilities
WTRG
Stock Holding History
Cornerstone Advisors (Washington)’s Portfolio
WTRG Stock Details
WTRG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q3
–
Sell
-318
Closed
-$13K
–
1382
2019
Q2
$13K
Buy
318
+28
+10%
+$1.09K
﹤0.01%
726
2019
Q1
$11K
Buy
290
+40
+16%
+$1.41K
﹤0.01%
714
2018
Q4
$9K
Hold
250
–
–
﹤0.01%
669
2018
Q3
$9K
Hold
250
–
–
0.01%
672
2018
Q2
$9K
Hold
250
–
–
0.01%
630
2018
Q1
$9K
Buy
250
+34
+16%
+$1.18K
0.01%
618
2017
Q4
$8K
Hold
216
–
–
0.01%
622
2017
Q3
$7K
Hold
216
–
–
﹤0.01%
650
2017
Q2
$7K
Hold
216
–
–
﹤0.01%
648
2017
Q1
$7K
Hold
216
–
–
﹤0.01%
652
2016
Q4
$6K
Hold
216
–
–
0.01%
688
2016
Q3
$7K
Sell
216
-25
-10%
-$811
0.01%
637
2016
Q2
$9K
Hold
241
–
–
0.01%
447
2016
Q1
$8K
Buy
+241
New
+$7.46K
0.01%
465
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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