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Great Diamond Partners’s Essential Utilities WTRG Stock Holding History

Great Diamond Partners’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
2020
Q1 		– Sell
-3,792
Closed -$177K – 604
2019
Q4 		$177K Buy
+3,792
New +$171K 0.07% 163

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Great Diamond Partners's WTRG Position: Q1 2020 in Review

Great Diamond Partners sold out of Essential Utilities (WTRG) in Q1 2020, closing a stake of 3,792 shares — an estimated $177K sold.

Great Diamond Partners first reported a position in WTRG in Q4 2019 and held it in 1 quarter. The position peaked at $177K in Q4 2019. 578 funds tracked by Wall St. Rank hold WTRG as of Q1 2020.

  • Great Diamond Partners reported no remaining Essential Utilities position as of Q1 2020 after selling out during the quarter.
  • Great Diamond Partners sold 3,792 Essential Utilities shares in Q1 2020, an estimated $177K.
  • Great Diamond Partners first reported a position in Essential Utilities in Q4 2019 and held it in 1 quarter.
  • Great Diamond Partners's Essential Utilities position peaked at $177K in Q4 2019.
  • 578 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.