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Granite Investment Advisors’s Essential Utilities WTRG Stock Holding History

Granite Investment 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
2016
Q3 		– Sell
-6,820
Closed -$243K – 120
2016
Q2 		$243K Hold
6,820
– – 0.05% 111
2016
Q1 		$217K Hold
6,820
– – 0.04% 119
2015
Q4 		$203K Buy
+6,820
New +$196K 0.04% 122

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
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

Granite Investment Advisors's WTRG Position: Q3 2016 in Review

Granite Investment Advisors sold out of Essential Utilities (WTRG) in Q3 2016, closing a stake of 6,820 shares — an estimated $243K sold.

Granite Investment Advisors first reported a position in WTRG in Q4 2015 and held it in 3 quarters. The position peaked at $243K in Q2 2016. 416 funds tracked by Wall St. Rank hold WTRG as of Q3 2016.

  • Granite Investment Advisors reported no remaining Essential Utilities position as of Q3 2016 after selling out during the quarter.
  • Granite Investment Advisors sold 6,820 Essential Utilities shares in Q3 2016, an estimated $243K.
  • Granite Investment Advisors first reported a position in Essential Utilities in Q4 2015 and held it in 3 quarters.
  • Granite Investment Advisors's Essential Utilities position peaked at $243K in Q2 2016.
  • 416 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2016.

Based on Granite Investment Advisors's 13F filing for Q3 2016, filed 3 Nov 2016.