De Burlo Group’s Essential Utilities WTRG Stock Holding History

De Burlo 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
2018 Q4	–	Sell	-24,900	Closed	-$919K	–	118
2018 Q3	$919K	Sell	24,900 -1,600	-6%	-$59.2K	0.17%	89
2018 Q2	$932K	Hold	26,500	–	–	0.2%	81
2018 Q1	$902K	Sell	26,500 -35,600	-57%	-$1.24M	0.2%	76
2017 Q4	$2.44M	Buy	+62,100	New	+$2.26M	0.49%	54

Other funds holding WTRG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

De Burlo Group's WTRG Position: Q4 2018 in Review

De Burlo Group sold out of Essential Utilities (WTRG) in Q4 2018, closing a stake of 24,900 shares — an estimated $919K sold.

De Burlo Group first reported a position in WTRG in Q4 2017 and held it in 4 quarters. The position peaked at $2.44M in Q4 2017. 520 funds tracked by Wall St. Rank hold WTRG as of Q4 2018.

De Burlo Group reported no remaining Essential Utilities position as of Q4 2018 after selling out during the quarter.
De Burlo Group sold 24,900 Essential Utilities shares in Q4 2018, an estimated $919K.
De Burlo Group first reported a position in Essential Utilities in Q4 2017 and held it in 4 quarters.
De Burlo Group's Essential Utilities position peaked at $2.44M in Q4 2017.
520 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2018.

Based on De Burlo Group's 13F filing for Q4 2018, filed 7 Feb 2019.