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ETrade Capital Management’s Essential Utilities WTRG Stock Holding History

ETrade Capital 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
2020
Q1 		– Sell
-18,909
Closed -$888K – 875
2019
Q4 		$888K Buy
18,909
+822
+5% +$37K 0.02% 387
2019
Q3 		$811K Buy
18,087
+2,429
+16% +$104K 0.02% 408
2019
Q2 		$648K Buy
15,658
+2,822
+22% +$110K 0.02% 473
2019
Q1 		$468K Buy
12,836
+2,141
+20% +$75.5K 0.01% 555
2018
Q4 		$366K Buy
10,695
+2,272
+27% +$78.8K 0.01% 568
2018
Q3 		$311K Buy
+8,423
New +$312K 0.01% 676

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State Street
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ZP
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PAMU
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Norges Bank
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Invesco
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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