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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Essential Utilities WTRG Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
2018
Q3 		– Sell
-29
Closed -$1K – 380
2018
Q2 		$1K Hold
29
– – ﹤0.01% 428
2018
Q1 		$1K Buy
+29
New +$1.01K ﹤0.01% 430

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Genovese Burford & Brothers Wealth & Retirement Plan Management's WTRG Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Essential Utilities (WTRG) in Q3 2018, closing a stake of 29 shares — an estimated $1K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in WTRG in Q1 2018 and held it in 2 quarters. The position peaked at $1K in Q2 2018. 506 funds tracked by Wall St. Rank hold WTRG as of Q3 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Essential Utilities position as of Q3 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 29 Essential Utilities shares in Q3 2018, an estimated $1K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Essential Utilities in Q1 2018 and held it in 2 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Essential Utilities position peaked at $1K in Q2 2018.
  • 506 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.