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Franklin, Parlapiano, Turner & Welch’s Essential Utilities WTRG Stock Holding History

Franklin, Parlapiano, Turner & Welch’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
2016
Q2 		– Sell
-54
Closed -$2K – 131
2016
Q1 		$2K Hold
54
– – ﹤0.01% 118
2015
Q4 		$2K Hold
54
– – ﹤0.01% 122
2015
Q3 		$1K Buy
+54
New +$1.38K ﹤0.01% 109

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch's WTRG Position: Q2 2016 in Review

Franklin, Parlapiano, Turner & Welch sold out of Essential Utilities (WTRG) in Q2 2016, closing a stake of 54 shares — an estimated $2K sold.

Franklin, Parlapiano, Turner & Welch first reported a position in WTRG in Q3 2015 and held it in 3 quarters. The position peaked at $2K in Q1 2016. 416 funds tracked by Wall St. Rank hold WTRG as of Q2 2016.

  • Franklin, Parlapiano, Turner & Welch reported no remaining Essential Utilities position as of Q2 2016 after selling out during the quarter.
  • Franklin, Parlapiano, Turner & Welch sold 54 Essential Utilities shares in Q2 2016, an estimated $2K.
  • Franklin, Parlapiano, Turner & Welch first reported a position in Essential Utilities in Q3 2015 and held it in 3 quarters.
  • Franklin, Parlapiano, Turner & Welch's Essential Utilities position peaked at $2K in Q1 2016.
  • 416 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2016.

Based on Franklin, Parlapiano, Turner & Welch's 13F filing for Q2 2016, filed 31 May 2017.