Denali Advisors’s Essential Utilities WTRG Stock Holding History

Denali 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
2019 Q1	–	Sell	-3,800	Closed	-$130K	–	287
2018 Q4	$130K	Buy	+3,800	New	+$132K	0.02%	114

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Denali Advisors's WTRG Position: Q1 2019 in Review

Denali Advisors sold out of Essential Utilities (WTRG) in Q1 2019, closing a stake of 3,800 shares — an estimated $130K sold.

Denali Advisors first reported a position in WTRG in Q4 2018 and held it in 1 quarter. The position peaked at $130K in Q4 2018. 537 funds tracked by Wall St. Rank hold WTRG as of Q1 2019.

Denali Advisors reported no remaining Essential Utilities position as of Q1 2019 after selling out during the quarter.
Denali Advisors sold 3,800 Essential Utilities shares in Q1 2019, an estimated $130K.
Denali Advisors first reported a position in Essential Utilities in Q4 2018 and held it in 1 quarter.
Denali Advisors's Essential Utilities position peaked at $130K in Q4 2018.
537 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2019.

Based on Denali Advisors's 13F filing for Q1 2019, filed 9 Apr 2019.