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Delphi Private Advisors’s Essential Utilities WTRG Stock Holding History

Delphi Private Advisors’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
Q1 		– Sell
-1,633
Closed -$64K – 123
2017
Q4 		$64K Buy
+1,633
New +$59.6K 0.16% 61
2017
Q1 		– Sell
-1
Closed – – 299
2016
Q4 		$0 Hold
1
– – ﹤0.01% 458
2016
Q3 		$0 Hold
1
– – ﹤0.01% 554
2016
Q2 		$0 Sell
1
-8
-89% -$261 ﹤0.01% 554
2016
Q1 		$0 Sell
9
-2
-18% -$62 ﹤0.01% 416
2015
Q4 		$0 Buy
+11
New +$317 ﹤0.01% 427

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Delphi Private Advisors's WTRG Position: Q1 2018 in Review

Delphi Private Advisors sold out of Essential Utilities (WTRG) in Q1 2018, closing a stake of 1,633 shares — an estimated $64K sold.

Delphi Private Advisors first reported a position in WTRG in Q4 2015 and held it in 6 quarters. The position peaked at $64K in Q4 2017. 480 funds tracked by Wall St. Rank hold WTRG as of Q1 2018.

  • Delphi Private Advisors reported no remaining Essential Utilities position as of Q1 2018 after selling out during the quarter.
  • Delphi Private Advisors sold 1,633 Essential Utilities shares in Q1 2018, an estimated $64K.
  • Delphi Private Advisors first reported a position in Essential Utilities in Q4 2015 and held it in 6 quarters.
  • Delphi Private Advisors's Essential Utilities position peaked at $64K in Q4 2017.
  • 480 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2018.

Based on Delphi Private Advisors's 13F filing for Q1 2018, filed 2 May 2018.