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Indiana Trust & Investment Management’s Essential Utilities WTRG Stock Holding History

Indiana Trust & Investment 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
2014
Q1 		– Sell
-203
Closed -$5K – 229
2013
Q4 		$5K Hold
203
– – ﹤0.01% 270
2013
Q3 		$5K Buy
+203
New +$5.18K ﹤0.01% 278

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
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 $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Indiana Trust & Investment Management's WTRG Position: Q1 2014 in Review

Indiana Trust & Investment Management sold out of Essential Utilities (WTRG) in Q1 2014, closing a stake of 203 shares — an estimated $5K sold.

Indiana Trust & Investment Management first reported a position in WTRG in Q3 2013 and held it in 2 quarters. The position peaked at $5K in Q4 2013. 332 funds tracked by Wall St. Rank hold WTRG as of Q1 2014.

  • Indiana Trust & Investment Management reported no remaining Essential Utilities position as of Q1 2014 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 203 Essential Utilities shares in Q1 2014, an estimated $5K.
  • Indiana Trust & Investment Management first reported a position in Essential Utilities in Q3 2013 and held it in 2 quarters.
  • Indiana Trust & Investment Management's Essential Utilities position peaked at $5K in Q4 2013.
  • 332 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2014.

Based on Indiana Trust & Investment Management's 13F filing for Q1 2014, filed 28 May 2014.