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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 $5.7T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return