IA
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Independence Advisors’s Essential Utilities WTRG Stock Holding History

Independence Advisors’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
Q3 		$1.4M Sell
34,822
-270
-0.8% -$11.6K 0.3% 32
2020
Q2 		$1.48M Hold
35,092
– – 0.34% 30
2020
Q1 		$1.43M Hold
35,092
– – 0.39% 29
2019
Q4 		$1.65M Hold
35,092
– – 0.4% 30
2019
Q3 		$1.57M Sell
35,092
-172
-0.5% -$7.38K 0.38% 28
2019
Q2 		$1.46M Sell
35,264
-62
-0.2% -$2.41K 0.37% 28
2019
Q1 		$1.29M Buy
35,326
+3,264
+10% +$115K 0.36% 31
2018
Q4 		$1.1M Buy
32,062
+1
+0% +$35 0.36% 30
2018
Q3 		$1.18M Buy
32,061
+1
+0% +$37 0.35% 31
2018
Q2 		$1.13M Buy
32,060
+1
+0% +$34 0.36% 29
2018
Q1 		$1.09M Buy
32,059
+1
+0% +$35 0.36% 30
2017
Q4 		$1.26M Buy
32,058
+1
+0% +$36 0.42% 28
2017
Q3 		$1.06M Buy
32,057
+1,751
+6% +$58.7K 0.42% 27
2017
Q2 		$1.01M Buy
30,306
+33
+0.1% +$1.08K 0.4% 28
2017
Q1 		$973K Sell
30,273
-16,699
-36% -$513K 0.41% 27
2016
Q4 		$1.41M Sell
46,972
-4,791
-9% -$143K 0.62% 24
2016
Q3 		$1.58M Buy
51,763
+309
+0.6% +$10K 0.74% 20
2016
Q2 		$1.83M Buy
+51,454
New +$1.68M 0.96% 16

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Independence Advisors's WTRG Position: Q3 2020 in Review

Independence Advisors reduced its Essential Utilities (WTRG) stake by 0.77% in Q3 2020, selling an estimated $11.6K and leaving 34,822 shares worth $1.4M. The position accounts for 0.3% of the portfolio, ranked #32.

Independence Advisors first reported a position in WTRG in Q2 2016 and has held it in 18 quarters since. The position peaked at $1.83M in Q2 2016. 571 funds tracked by Wall St. Rank hold WTRG as of Q3 2020.

  • Independence Advisors held 34,822 shares of Essential Utilities worth $1.4M as of Q3 2020.
  • Independence Advisors sold 270 Essential Utilities shares in Q3 2020, an estimated $11.6K.
  • Essential Utilities made up 0.3% of Independence Advisors's portfolio in Q3 2020, its #32 holding.
  • Independence Advisors first reported a position in Essential Utilities in Q2 2016 and has held it in 18 quarters since.
  • Independence Advisors's Essential Utilities position peaked at $1.83M in Q2 2016.
  • 571 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.