Ground Swell Capital’s Essential Utilities WTRG Stock Holding History

Ground Swell Capital’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 Q3	–	Sell	-100	Closed	-$3K	–	2810
2014 Q2	$3K	Buy	+100	New	+$2.52K	0.01%	1353

Other funds holding WTRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Ground Swell Capital's WTRG Position: Q3 2014 in Review

Ground Swell Capital sold out of Essential Utilities (WTRG) in Q3 2014, closing a stake of 100 shares — an estimated $3K sold.

Ground Swell Capital first reported a position in WTRG in Q2 2014 and held it in 1 quarter. The position peaked at $3K in Q2 2014. 319 funds tracked by Wall St. Rank hold WTRG as of Q3 2014.

Ground Swell Capital reported no remaining Essential Utilities position as of Q3 2014 after selling out during the quarter.
Ground Swell Capital sold 100 Essential Utilities shares in Q3 2014, an estimated $3K.
Ground Swell Capital first reported a position in Essential Utilities in Q2 2014 and held it in 1 quarter.
Ground Swell Capital's Essential Utilities position peaked at $3K in Q2 2014.
319 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.