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Destination Wealth Management’s Essential Utilities WTRG Stock Holding History

Destination Wealth Management’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
Q3 		– Sell
-1,609
Closed -$57K – 775
2018
Q2 		$57K Buy
+1,609
New +$55.1K ﹤0.01% 247

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Destination Wealth Management's WTRG Position: Q3 2018 in Review

Destination Wealth Management sold out of Essential Utilities (WTRG) in Q3 2018, closing a stake of 1,609 shares — an estimated $57K sold.

Destination Wealth Management first reported a position in WTRG in Q2 2018 and held it in 1 quarter. The position peaked at $57K in Q2 2018. 506 funds tracked by Wall St. Rank hold WTRG as of Q3 2018.

  • Destination Wealth Management reported no remaining Essential Utilities position as of Q3 2018 after selling out during the quarter.
  • Destination Wealth Management sold 1,609 Essential Utilities shares in Q3 2018, an estimated $57K.
  • Destination Wealth Management first reported a position in Essential Utilities in Q2 2018 and held it in 1 quarter.
  • Destination Wealth Management's Essential Utilities position peaked at $57K in Q2 2018.
  • 506 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2018.

Based on Destination Wealth Management's 13F filing for Q3 2018, filed 7 Nov 2018.