Evercore Wealth Management’s Essential Utilities WTRG Stock Holding History

Evercore 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
2018 Q1	–	Sell	-2,330	Closed	-$92K	–	806
2017 Q4	$92K	Buy	+2,330	New	+$85K	﹤0.01%	479
2017 Q2	–	Sell	-61	Closed	-$2K	–	1043
2017 Q1	$2K	Hold	61	–	–	﹤0.01%	959
2016 Q4	$2K	Buy	+61	New	+$1.82K	﹤0.01%	958
2015 Q3	–	Sell	-404	Closed	-$10K	–	1056
2015 Q2	$10K	Buy	+404	New	+$10.6K	﹤0.01%	912

Other funds holding WTRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 New York $544B AUM 28.31% 1-Year Est. Return

IAMU

Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evercore Wealth Management's WTRG Position: Q1 2018 in Review

Evercore Wealth Management sold out of Essential Utilities (WTRG) in Q1 2018, closing a stake of 2,330 shares — an estimated $92K sold.

Evercore Wealth Management first reported a position in WTRG in Q2 2015 and held it in 4 quarters. The position peaked at $92K in Q4 2017. 480 funds tracked by Wall St. Rank hold WTRG as of Q1 2018.

Evercore Wealth Management reported no remaining Essential Utilities position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 2,330 Essential Utilities shares in Q1 2018, an estimated $92K.
Evercore Wealth Management first reported a position in Essential Utilities in Q2 2015 and held it in 4 quarters.
Evercore Wealth Management's Essential Utilities position peaked at $92K in Q4 2017.
480 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.