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Gideon Capital Advisors’s Essential Utilities WTRG Stock Holding History

Gideon Capital Advisors’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
2019
Q2 		– Sell
-6,203
Closed -$226K – 450
2019
Q1 		$226K Buy
+6,203
New +$219K 0.08% 332
2016
Q3 		– Sell
-8,258
Closed -$294K – 288
2016
Q2 		$294K Buy
+8,258
New +$269K 0.17% 147

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Gideon Capital Advisors's WTRG Position: Q2 2019 in Review

Gideon Capital Advisors sold out of Essential Utilities (WTRG) in Q2 2019, closing a stake of 6,203 shares — an estimated $226K sold.

Gideon Capital Advisors first reported a position in WTRG in Q2 2016 and held it in 2 quarters. The position peaked at $294K in Q2 2016. 544 funds tracked by Wall St. Rank hold WTRG as of Q2 2019.

  • Gideon Capital Advisors reported no remaining Essential Utilities position as of Q2 2019 after selling out during the quarter.
  • Gideon Capital Advisors sold 6,203 Essential Utilities shares in Q2 2019, an estimated $226K.
  • Gideon Capital Advisors first reported a position in Essential Utilities in Q2 2016 and held it in 2 quarters.
  • Gideon Capital Advisors's Essential Utilities position peaked at $294K in Q2 2016.
  • 544 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2019.

Based on Gideon Capital Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.