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Ecofin Advisors’s Essential Utilities WTRG Stock Holding History

Ecofin 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
2020
Q3 		– Sell
-11,571
Closed -$489K – 35
2020
Q2 		$489K Hold
11,571
– – 0.27% 28
2020
Q1 		$471K Buy
+11,571
New +$546K 0.32% 27
2014
Q4 		– Sell
-225
Closed -$5K – 55
2014
Q3 		$5K Hold
225
– – ﹤0.01% 61
2014
Q2 		$6K Sell
225
-100
-31% -$2.52K ﹤0.01% 59
2014
Q1 		$14K Buy
325
+100
+44% +$2.41K ﹤0.01% 42
2013
Q4 		$5K Buy
225
+219
+3,650% +$5.34K ﹤0.01% 42
2013
Q3 		$225 Sell
6
-557
-99% -$14.2K ﹤0.01% 41
2013
Q2 		$14K Buy
+563
New +$14.3K ﹤0.01% 42

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 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 $1T AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ecofin Advisors's WTRG Position: Q3 2020 in Review

Ecofin Advisors sold out of Essential Utilities (WTRG) in Q3 2020, closing a stake of 11,571 shares — an estimated $489K sold.

Ecofin Advisors first reported a position in WTRG in Q2 2013 and held it in 8 quarters. The position peaked at $489K in Q2 2020. 572 funds tracked by Wall St. Rank hold WTRG as of Q3 2020.

  • Ecofin Advisors reported no remaining Essential Utilities position as of Q3 2020 after selling out during the quarter.
  • Ecofin Advisors sold 11,571 Essential Utilities shares in Q3 2020, an estimated $489K.
  • Ecofin Advisors first reported a position in Essential Utilities in Q2 2013 and held it in 8 quarters.
  • Ecofin Advisors's Essential Utilities position peaked at $489K in Q2 2020.
  • 572 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2020.

Based on Ecofin Advisors's 13F filing for Q3 2020, filed 19 Nov 2020.