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CSat Investment Advisory’s Essential Utilities WTRG Stock Holding History

CSat Investment Advisory’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
2020
Q2 		– Sell
-450
Closed -$18K – 1177
2020
Q1 		$18K Buy
450
+75
+20% +$3.54K ﹤0.01% 751
2019
Q4 		$18K Buy
375
+58
+18% +$2.61K ﹤0.01% 826
2019
Q3 		$14K Buy
317
+44
+16% +$1.89K ﹤0.01% 820
2019
Q2 		$11K Buy
+273
New +$10.6K ﹤0.01% 860

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ZP
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
Norges Bank Oslo, Norway $1T AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CSat Investment Advisory's WTRG Position: Q2 2020 in Review

CSat Investment Advisory sold out of Essential Utilities (WTRG) in Q2 2020, closing a stake of 450 shares — an estimated $18K sold.

CSat Investment Advisory first reported a position in WTRG in Q2 2019 and held it in 4 quarters. The position peaked at $18K in Q1 2020. 573 funds tracked by Wall St. Rank hold WTRG as of Q2 2020.

  • CSat Investment Advisory reported no remaining Essential Utilities position as of Q2 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 450 Essential Utilities shares in Q2 2020, an estimated $18K.
  • CSat Investment Advisory first reported a position in Essential Utilities in Q2 2019 and held it in 4 quarters.
  • CSat Investment Advisory's Essential Utilities position peaked at $18K in Q1 2020.
  • 573 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2020.

Based on CSat Investment Advisory's 13F filing for Q2 2020, filed 7 Aug 2020.