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Financial Counselors Inc’s Essential Utilities WTRG Stock Holding History

Financial Counselors Inc’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
2021
Q3 		– Sell
-4,509
Closed -$206K – 555
2021
Q2 		$206K Buy
+4,509
New +$212K ﹤0.01% 511

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PAMS
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Invesco
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Amundi
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Northern Trust
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Financial Counselors Inc's WTRG Position: Q3 2021 in Review

Financial Counselors Inc sold out of Essential Utilities (WTRG) in Q3 2021, closing a stake of 4,509 shares — an estimated $206K sold.

Financial Counselors Inc first reported a position in WTRG in Q2 2021 and held it in 1 quarter. The position peaked at $206K in Q2 2021. 595 funds tracked by Wall St. Rank hold WTRG as of Q3 2021.

  • Financial Counselors Inc reported no remaining Essential Utilities position as of Q3 2021 after selling out during the quarter.
  • Financial Counselors Inc sold 4,509 Essential Utilities shares in Q3 2021, an estimated $206K.
  • Financial Counselors Inc first reported a position in Essential Utilities in Q2 2021 and held it in 1 quarter.
  • Financial Counselors Inc's Essential Utilities position peaked at $206K in Q2 2021.
  • 595 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2021.

Based on Financial Counselors Inc's 13F filing for Q3 2021, filed 26 Oct 2021.