HM
WTRU

Howard Marks’s Essential Utilities, Inc.6.00% Tangible Equity Units WTRU Stock Holding History

Howard Marks’s Portfolio WTRU Stock Details WTRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-13,000
Closed -$810K – 197
2019
Q4 		$810K Hold
13,000
– – 0.02% 187
2019
Q3 		$787K Buy
+13,000
New +$760K 0.02% 194

Other funds holding WTRU

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Camden Asset Management Los Angeles, California $3.43B AUM 14.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Howard Marks's WTRU Position: Q1 2020 in Review

Howard Marks sold out of Essential Utilities, Inc.6.00% Tangible Equity Units (WTRU) in Q1 2020, closing a stake of 13,000 shares — an estimated $810K sold.

Howard Marks first reported a position in WTRU in Q3 2019 and held it in 2 quarters. The position peaked at $810K in Q4 2019. 44 funds tracked by Wall St. Rank hold WTRU as of Q1 2020.

  • Howard Marks reported no remaining Essential Utilities, Inc.6.00% Tangible Equity Units position as of Q1 2020 after selling out during the quarter.
  • Howard Marks sold 13,000 Essential Utilities, Inc.6.00% Tangible Equity Units shares in Q1 2020, an estimated $810K.
  • Howard Marks first reported a position in Essential Utilities, Inc.6.00% Tangible Equity Units in Q3 2019 and held it in 2 quarters.
  • Howard Marks's Essential Utilities, Inc.6.00% Tangible Equity Units position peaked at $810K in Q4 2019.
  • 44 funds tracked by Wall St. Rank held Essential Utilities, Inc.6.00% Tangible Equity Units as of Q1 2020.

Based on Oaktree Capital Management's 13F filing for Q1 2020, filed 15 May 2020.