FMLI
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Fukoku Mutual Life Insurance’s Essential Utilities WTRG Stock Holding History

Fukoku Mutual Life Insurance’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
2014
Q1 		– Sell
-25,000
Closed -$590K – 317
2013
Q4 		$590K Sell
25,000
-10,000
-29% -$244K 0.12% 101
2013
Q3 		$866K Buy
35,000
+15,000
+75% +$383K 0.17% 95
2013
Q2 		$501K Buy
+20,000
New +$508K 0.12% 104

Other funds holding WTRG

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Fukoku Mutual Life Insurance's WTRG Position: Q1 2014 in Review

Fukoku Mutual Life Insurance sold out of Essential Utilities (WTRG) in Q1 2014, closing a stake of 25,000 shares — an estimated $590K sold.

Fukoku Mutual Life Insurance first reported a position in WTRG in Q2 2013 and held it in 3 quarters. The position peaked at $866K in Q3 2013. 332 funds tracked by Wall St. Rank hold WTRG as of Q1 2014.

  • Fukoku Mutual Life Insurance reported no remaining Essential Utilities position as of Q1 2014 after selling out during the quarter.
  • Fukoku Mutual Life Insurance sold 25,000 Essential Utilities shares in Q1 2014, an estimated $590K.
  • Fukoku Mutual Life Insurance first reported a position in Essential Utilities in Q2 2013 and held it in 3 quarters.
  • Fukoku Mutual Life Insurance's Essential Utilities position peaked at $866K in Q3 2013.
  • 332 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2014.

Based on Fukoku Mutual Life Insurance's 13F filing for Q1 2014, filed 12 May 2014.