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Emerald Mutual Fund Advisers Trust’s Essential Utilities WTRG Stock Holding History

Emerald Mutual Fund Advisers Trust’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
Q1 		– Sell
-1,812
Closed -$85K – 313
2019
Q4 		$85K Buy
+1,812
New +$81.6K ﹤0.01% 230

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
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 $4.15B AUM 14.2% 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 $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's WTRG Position: Q1 2020 in Review

Emerald Mutual Fund Advisers Trust sold out of Essential Utilities (WTRG) in Q1 2020, closing a stake of 1,812 shares — an estimated $85K sold.

Emerald Mutual Fund Advisers Trust first reported a position in WTRG in Q4 2019 and held it in 1 quarter. The position peaked at $85K in Q4 2019. 578 funds tracked by Wall St. Rank hold WTRG as of Q1 2020.

  • Emerald Mutual Fund Advisers Trust reported no remaining Essential Utilities position as of Q1 2020 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 1,812 Essential Utilities shares in Q1 2020, an estimated $85K.
  • Emerald Mutual Fund Advisers Trust first reported a position in Essential Utilities in Q4 2019 and held it in 1 quarter.
  • Emerald Mutual Fund Advisers Trust's Essential Utilities position peaked at $85K in Q4 2019.
  • 578 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2020.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q1 2020, filed 30 Apr 2020.