Crestwood Advisors Group’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-11,537	Closed	-$272K	–	133
2013 Q4	$272K	Sell	11,537 -288	-2%	-$6.79K	0.04%	108
2013 Q3	$292K	Sell	11,825 -6,550	-36%	-$162K	0.05%	100
2013 Q2	$460K	Buy	+18,375	New	+$460K	0.09%	76