INR Advisory Services’s Essential Utilities WTRG Stock Holding History

INR Advisory Services’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
2019 Q1	$52K	Hold	1,437	–	–	0.01%	27
2018 Q4	$49K	Buy	1,437 +575	+67%	+$19.9K	0.01%	28
2018 Q3	$32K	Hold	862	–	–	﹤0.01%	27
2018 Q2	$30K	Hold	862	–	–	﹤0.01%	33
2018 Q1	$29K	Hold	862	–	–	﹤0.01%	31
2017 Q4	$34K	Hold	862	–	–	﹤0.01%	26
2017 Q3	$29K	Hold	862	–	–	﹤0.01%	26
2017 Q2	$29K	Hold	862	–	–	﹤0.01%	29
2017 Q1	$28K	Hold	862	–	–	﹤0.01%	35
2016 Q4	$26K	Hold	862	–	–	﹤0.01%	33
2016 Q3	$26K	Hold	862	–	–	﹤0.01%	33
2016 Q2	$31K	Buy	+862	New	+$28.1K	0.01%	33

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

INR Advisory Services's WTRG Position: Q1 2019 in Review

INR Advisory Services held its Essential Utilities (WTRG) position steady in Q1 2019 at 1,437 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #27.

INR Advisory Services first reported a position in WTRG in Q2 2016 and has held it in 12 quarters since. 537 funds tracked by Wall St. Rank hold WTRG as of Q1 2019.

INR Advisory Services held 1,437 shares of Essential Utilities worth $52K as of Q1 2019.
INR Advisory Services left its Essential Utilities share count unchanged in Q1 2019.
Essential Utilities made up 0.01% of INR Advisory Services's portfolio in Q1 2019, its #27 holding.
INR Advisory Services first reported a position in Essential Utilities in Q2 2016 and has held it in 12 quarters since.
537 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2019.

Based on INR Advisory Services's 13F filing for Q1 2019, filed 22 Apr 2019.