EWM
WTRG icon

Executive Wealth Management’s Essential Utilities WTRG Stock Holding History

Executive 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
2019
Q3 		– Sell
-2,084
Closed -$86K – 815
2019
Q2 		$86K Buy
2,084
+11
+0.5% +$428 0.01% 229
2019
Q1 		$76K Buy
+2,073
New +$73.1K 0.01% 222

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $1T AUM
BPSG
Brookfield Public Securities Group New York $6.17B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Executive Wealth Management's WTRG Position: Q3 2019 in Review

Executive Wealth Management sold out of Essential Utilities (WTRG) in Q3 2019, closing a stake of 2,084 shares — an estimated $86K sold.

Executive Wealth Management first reported a position in WTRG in Q1 2019 and held it in 2 quarters. The position peaked at $86K in Q2 2019. 576 funds tracked by Wall St. Rank hold WTRG as of Q3 2019.

  • Executive Wealth Management reported no remaining Essential Utilities position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 2,084 Essential Utilities shares in Q3 2019, an estimated $86K.
  • Executive Wealth Management first reported a position in Essential Utilities in Q1 2019 and held it in 2 quarters.
  • Executive Wealth Management's Essential Utilities position peaked at $86K in Q2 2019.
  • 576 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.