FineMark National Bank & Trust’s Essential Utilities WTRG Stock Holding History

FineMark National Bank & 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
2017 Q1	–	Sell	-2,770	Closed	-$83K	–	1007
2016 Q4	$83K	Sell	2,770 -541	-16%	-$16.1K	0.01%	516
2016 Q3	$101K	Buy	3,311 +1,603	+94%	+$52K	0.01%	456
2016 Q2	$61K	Hold	1,708	–	–	0.01%	543
2016 Q1	$54K	Hold	1,708	–	–	0.01%	556
2015 Q4	$51K	Sell	1,708 -375	-18%	-$10.8K	0.01%	591
2015 Q3	$55K	Hold	2,083	–	–	0.01%	602
2015 Q2	$51K	Hold	2,083	–	–	0.01%	650
2015 Q1	$55K	Hold	2,083	–	–	0.01%	650
2014 Q4	$56K	Hold	2,083	–	–	0.01%	633
2014 Q3	$49K	Hold	2,083	–	–	0.01%	638
2014 Q2	$55K	Hold	2,083	–	–	0.01%	604
2014 Q1	$52K	Buy	2,083 +16	+0.8%	+$386	0.01%	599
2013 Q4	$49K	Hold	2,067	–	–	0.01%	581
2013 Q3	$51K	Sell	2,067 -1	-0%	-$26	0.01%	571
2013 Q2	$52K	Buy	+2,068	New	+$52.5K	0.02%	558

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

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

IAMU

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

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

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

Norges Bank Oslo, Norway $935B AUM

FineMark National Bank & Trust's WTRG Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Essential Utilities (WTRG) in Q1 2017, closing a stake of 2,770 shares — an estimated $83K sold.

FineMark National Bank & Trust first reported a position in WTRG in Q2 2013 and held it in 15 quarters. The position peaked at $101K in Q3 2016. 426 funds tracked by Wall St. Rank hold WTRG as of Q1 2017.

FineMark National Bank & Trust reported no remaining Essential Utilities position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 2,770 Essential Utilities shares in Q1 2017, an estimated $83K.
FineMark National Bank & Trust first reported a position in Essential Utilities in Q2 2013 and held it in 15 quarters.
FineMark National Bank & Trust's Essential Utilities position peaked at $101K in Q3 2016.
426 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.