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Gary Goldberg Planning Services’s Essential Utilities WTRG Stock Holding History

Gary Goldberg Planning Services’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
Q4 		– Sell
-581
Closed -$14K – 494
2014
Q3 		$14K Buy
+581
New +$14.2K 0.01% 345

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Gary Goldberg Planning Services's WTRG Position: Q4 2014 in Review

Gary Goldberg Planning Services sold out of Essential Utilities (WTRG) in Q4 2014, closing a stake of 581 shares — an estimated $14K sold.

Gary Goldberg Planning Services first reported a position in WTRG in Q3 2014 and held it in 1 quarter. The position peaked at $14K in Q3 2014. 337 funds tracked by Wall St. Rank hold WTRG as of Q4 2014.

  • Gary Goldberg Planning Services reported no remaining Essential Utilities position as of Q4 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 581 Essential Utilities shares in Q4 2014, an estimated $14K.
  • Gary Goldberg Planning Services first reported a position in Essential Utilities in Q3 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Essential Utilities position peaked at $14K in Q3 2014.
  • 337 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.