Highlander Capital Management’s Essential Utilities WTRG Stock Holding History

Highlander Capital 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
2020 Q2	–	Sell	-500	Closed	-$20K	–	631
2020 Q1	$20K	Hold	500	–	–	0.01%	401
2019 Q4	$23K	Hold	500	–	–	0.01%	411
2019 Q3	$22K	Hold	500	–	–	0.01%	415
2019 Q2	$21K	Hold	500	–	–	0.01%	454
2019 Q1	$18K	Hold	500	–	–	0.01%	480
2018 Q4	$16K	Hold	500	–	–	0.01%	478
2018 Q3	$18K	Hold	500	–	–	0.01%	515
2018 Q2	$18K	Hold	500	–	–	0.01%	525
2018 Q1	$16K	Hold	500	–	–	0.01%	531
2017 Q4	$20K	Hold	500	–	–	0.01%	497
2017 Q3	$17K	Hold	500	–	–	0.01%	534
2017 Q2	$17K	Hold	500	–	–	0.01%	528
2017 Q1	$16K	Hold	500	–	–	0.01%	541
2016 Q4	$15K	Hold	500	–	–	0.01%	550
2016 Q3	$15K	Hold	500	–	–	0.01%	556
2016 Q2	$18K	Hold	500	–	–	0.02%	544
2016 Q1	$16K	Hold	500	–	–	0.02%	554
2015 Q4	$15K	Buy	+500	New	+$14.4K	0.01%	574
2015 Q2	–	Sell	-1,041	Closed	-$27K	–	863
2015 Q1	$27K	Hold	1,041	–	–	0.02%	499
2014 Q4	$28K	Hold	1,041	–	–	0.02%	490
2014 Q3	$24.5K	Hold	1,041	–	–	0.02%	496
2014 Q2	$27.3K	Hold	1,041	–	–	0.02%	468
2014 Q1	$26.1K	Hold	1,041	–	–	0.02%	471
2013 Q4	$24.6K	Hold	1,041	–	–	0.02%	480
2013 Q3	$25.7K	Hold	1,041	–	–	0.03%	457
2013 Q2	$26.1K	Buy	+1,041	New	+$26.4K	0.03%	448

Other funds holding WTRG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Highlander Capital Management's WTRG Position: Q2 2020 in Review

Highlander Capital Management sold out of Essential Utilities (WTRG) in Q2 2020, closing a stake of 500 shares — an estimated $20K sold.

Highlander Capital Management first reported a position in WTRG in Q2 2013 and held it in 26 quarters. The position peaked at $28K in Q4 2014. 573 funds tracked by Wall St. Rank hold WTRG as of Q2 2020.

Highlander Capital Management reported no remaining Essential Utilities position as of Q2 2020 after selling out during the quarter.
Highlander Capital Management sold 500 Essential Utilities shares in Q2 2020, an estimated $20K.
Highlander Capital Management first reported a position in Essential Utilities in Q2 2013 and held it in 26 quarters.
Highlander Capital Management's Essential Utilities position peaked at $28K in Q4 2014.
573 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2020.

Based on Highlander Capital Management's 13F filing for Q2 2020, filed 17 Aug 2020.