FMA Advisory’s Essential Utilities WTRG Stock Holding History

FMA Advisory’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 Q1	–	Sell	-16,256	Closed	-$769K	–	176
2020 Q4	$769K	Buy	16,256 +1	+0%	+$44	0.26%	104
2020 Q3	$654K	Buy	+16,255	New	+$698K	0.26%	100

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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

Norges Bank Oslo, Norway $935B AUM

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

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

FMA Advisory's WTRG Position: Q1 2021 in Review

FMA Advisory sold out of Essential Utilities (WTRG) in Q1 2021, closing a stake of 16,256 shares — an estimated $769K sold.

FMA Advisory first reported a position in WTRG in Q3 2020 and held it in 2 quarters. The position peaked at $769K in Q4 2020. 597 funds tracked by Wall St. Rank hold WTRG as of Q1 2021.

FMA Advisory reported no remaining Essential Utilities position as of Q1 2021 after selling out during the quarter.
FMA Advisory sold 16,256 Essential Utilities shares in Q1 2021, an estimated $769K.
FMA Advisory first reported a position in Essential Utilities in Q3 2020 and held it in 2 quarters.
FMA Advisory's Essential Utilities position peaked at $769K in Q4 2020.
597 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2021.

Based on FMA Advisory's 13F filing for Q1 2021, filed 6 May 2021.