CG
WTRG icon

Cutler Group’s Essential Utilities WTRG Stock Holding History

Cutler Group’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
Q1 		– Sell
-400
Closed -$1K – 4759
2019
Q4 		$1K Sell
400
-3,100
-89% -$140K ﹤0.01% 3804
2019
Q3 		$5K Buy
3,500
+2,300
+192% +$98.7K ﹤0.01% 3080
2019
Q2 		$6K Buy
+1,200
New +$46.7K ﹤0.01% 3027
2018
Q1 		– Sell
-300
Closed -$1K – 5327
2017
Q4 		$1K Buy
+300
New +$10.9K ﹤0.01% 4621
2016
Q4 		– Sell
-1,100
Closed -$8K – 7442
2016
Q3 		$8K Sell
1,100
-800
-42% -$25.9K ﹤0.01% 4500
2016
Q2 		$3K Buy
1,900
+400
+27% +$13K ﹤0.01% 5451
2016
Q1 		$1K Hold
1,500
– – ﹤0.01% 6181
2015
Q4 		$2K Buy
+1,500
New +$43.2K ﹤0.01% 5685

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 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 $935B AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cutler Group's WTRG Position: Q3 2020 in Review

Cutler Group sold out of Essential Utilities (WTRG) in Q3 2020, closing a stake of 1,200 shares — an estimated $50K sold.

Cutler Group first reported a position in WTRG in Q1 2016 and held it in 5 quarters. The position peaked at $65K in Q4 2019. 571 funds tracked by Wall St. Rank hold WTRG as of Q3 2020.

  • Cutler Group reported no remaining Essential Utilities position as of Q3 2020 after selling out during the quarter.
  • Cutler Group sold 1,200 Essential Utilities shares in Q3 2020, an estimated $50K.
  • Cutler Group first reported a position in Essential Utilities in Q1 2016 and held it in 5 quarters.
  • Cutler Group's Essential Utilities position peaked at $65K in Q4 2019.
  • 571 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2020.

Based on Cutler Group's 13F filing for Q3 2020, filed 27 Oct 2020.