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Gupta Wealth Management’s Essential Utilities WTRG Stock Holding History

Gupta Wealth 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
2015
Q4 		– Sell
-104
Closed -$3K – 1368
2015
Q3 		$3K Buy
+104
New +$2.66K ﹤0.01% 1109

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BFA
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BIT
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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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return

Gupta Wealth Management's WTRG Position: Q4 2015 in Review

Gupta Wealth Management sold out of Essential Utilities (WTRG) in Q4 2015, closing a stake of 104 shares — an estimated $3K sold.

Gupta Wealth Management first reported a position in WTRG in Q3 2015 and held it in 1 quarter. The position peaked at $3K in Q3 2015. 373 funds tracked by Wall St. Rank hold WTRG as of Q4 2015.

  • Gupta Wealth Management reported no remaining Essential Utilities position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 104 Essential Utilities shares in Q4 2015, an estimated $3K.
  • Gupta Wealth Management first reported a position in Essential Utilities in Q3 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Essential Utilities position peaked at $3K in Q3 2015.
  • 373 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.