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Elite Wealth Management’s Essential Utilities WTRG Stock Holding History

Elite 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
2014
Q3 		– Sell
-750
Closed -$20K – 717
2014
Q2 		$20K Hold
750
– – 0.02% 182
2014
Q1 		$19K Hold
750
– – 0.02% 200
2013
Q4 		$18K Hold
750
– – 0.01% 287
2013
Q3 		$19K Buy
+750
New +$19.1K 0.02% 251

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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 $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Elite Wealth Management's WTRG Position: Q3 2014 in Review

Elite Wealth Management sold out of Essential Utilities (WTRG) in Q3 2014, closing a stake of 750 shares — an estimated $20K sold.

Elite Wealth Management first reported a position in WTRG in Q3 2013 and held it in 4 quarters. The position peaked at $20K in Q2 2014. 319 funds tracked by Wall St. Rank hold WTRG as of Q3 2014.

  • Elite Wealth Management reported no remaining Essential Utilities position as of Q3 2014 after selling out during the quarter.
  • Elite Wealth Management sold 750 Essential Utilities shares in Q3 2014, an estimated $20K.
  • Elite Wealth Management first reported a position in Essential Utilities in Q3 2013 and held it in 4 quarters.
  • Elite Wealth Management's Essential Utilities position peaked at $20K in Q2 2014.
  • 319 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2014.

Based on Elite Wealth Management's 13F filing for Q3 2014, filed 23 Nov 2016.