EA
WTRU

Ecofin Advisors’s Essential Utilities, Inc.6.00% Tangible Equity Units WTRU Stock Holding History

Ecofin Advisors’s Portfolio WTRU Stock Details WTRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$5.87M Sell
94,679
-639
-0.7% -$37K 2.46% 15
2020
Q3 		$5.1M Buy
95,318
+475
+0.5% +$26.9K 2.47% 17
2020
Q2 		$5.36M Buy
94,843
+165
+0.2% +$9.35K 2.94% 14
2020
Q1 		$5.07M Sell
94,678
-6,852
-7% -$425K 3.46% 9
2019
Q4 		$6.33M Buy
101,530
+330
+0.3% +$19.9K 3.02% 9
2019
Q3 		$6.13M Buy
101,200
+1,200
+1% +$70.2K 2.78% 9
2019
Q2 		$5.7M Buy
+100,000
New +$5.56M 2.83% 9

Other funds holding WTRU

NI
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $25.9B AUM 21.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return