Gantzert Investment Company’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$72K Hold
1,800
0.07% 38
2020
Q2
$76K Hold
1,800
0.07% 38
2020
Q1
$73K Sell
1,800
-200
-10% -$9.44K 0.08% 39
2019
Q4
$94K Hold
2,000
0.09% 39
2019
Q3
$90K Hold
2,000
0.09% 40
2019
Q2
$83K Hold
2,000
0.08% 44
2019
Q1
$73K Hold
2,000
0.07% 42
2018
Q4
$68K Buy
+2,000
New +$69.4K 0.08% 42

Other funds holding WTRG

Gantzert Investment Company's WTRG Position: Q3 2020 in Review

Gantzert Investment Company held its Essential Utilities (WTRG) position steady in Q3 2020 at 1,800 shares worth $72K. The position accounts for 0.07% of the portfolio, ranked #38.

Gantzert Investment Company first reported a position in WTRG in Q4 2018 and has held it in 8 quarters since. The position peaked at $94K in Q4 2019. 572 funds tracked by Wall St. Rank hold WTRG as of Q3 2020.

  • Gantzert Investment Company held 1,800 shares of Essential Utilities worth $72K as of Q3 2020.
  • Gantzert Investment Company left its Essential Utilities share count unchanged in Q3 2020.
  • Essential Utilities made up 0.07% of Gantzert Investment Company's portfolio in Q3 2020, its #38 holding.
  • Gantzert Investment Company first reported a position in Essential Utilities in Q4 2018 and has held it in 8 quarters since.
  • Gantzert Investment Company's Essential Utilities position peaked at $94K in Q4 2019.
  • 572 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2020.

Based on Gantzert Investment Company's 13F filing for Q3 2020, filed 7 Oct 2020.