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Fortis Advisors’s Essential Utilities WTRG Stock Holding History

Fortis Advisors’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
2020
Q2 		– Sell
-3,636
Closed -$148K – 329
2020
Q1 		$148K Buy
3,636
+3,436
+1,718% +$162K 0.1% 111
2019
Q4 		$9K Hold
200
– – 0.01% 270
2019
Q3 		$9K Buy
+200
New +$8.59K ﹤0.01% 272

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fortis Advisors's WTRG Position: Q2 2020 in Review

Fortis Advisors sold out of Essential Utilities (WTRG) in Q2 2020, closing a stake of 3,636 shares — an estimated $148K sold.

Fortis Advisors first reported a position in WTRG in Q3 2019 and held it in 3 quarters. The position peaked at $148K in Q1 2020. 573 funds tracked by Wall St. Rank hold WTRG as of Q2 2020.

  • Fortis Advisors reported no remaining Essential Utilities position as of Q2 2020 after selling out during the quarter.
  • Fortis Advisors sold 3,636 Essential Utilities shares in Q2 2020, an estimated $148K.
  • Fortis Advisors first reported a position in Essential Utilities in Q3 2019 and held it in 3 quarters.
  • Fortis Advisors's Essential Utilities position peaked at $148K in Q1 2020.
  • 573 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2020.

Based on Fortis Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.