HAG
WTRG icon

HighPoint Advisor Group’s Essential Utilities WTRG Stock Holding History

HighPoint Advisor Group’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
-4,145
Closed -$211K – 402
2019
Q4 		$211K Sell
4,145
-1,391
-25% -$62.6K 0.04% 324
2019
Q3 		$241K Buy
5,536
+1,490
+37% +$64K 0.05% 285
2019
Q2 		$166K Buy
+4,046
New +$157K 0.04% 343
2016
Q3 		– Sell
-13,519
Closed -$442K – 319
2016
Q2 		$442K Buy
13,519
+4,669
+53% +$152K 0.16% 161
2016
Q1 		$273K Buy
+8,850
New +$274K 0.17% 146
2015
Q2 		– Sell
-24,630
Closed -$652K – 77
2015
Q1 		$652K Sell
24,630
-229
-0.9% -$6.09K 1% 44
2014
Q4 		$654K Buy
+24,859
New +$639K 1.2% 37

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return