Integrated Investment Consultants’s Essential Utilities WTRG Stock Holding History

Integrated Investment Consultants’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
2018 Q2	–	Sell	-323	Closed	-$11K	–	713
2018 Q1	$11K	Buy	+323	New	+$11.2K	﹤0.01%	617
2017 Q3	$11K	Hold	323	–	–	﹤0.01%	505
2017 Q2	$11K	Hold	323	–	–	0.01%	501
2017 Q1	$10K	Hold	323	–	–	﹤0.01%	511
2016 Q4	$10K	Hold	323	–	–	﹤0.01%	502
2016 Q3	$10K	Hold	323	–	–	0.01%	510
2016 Q2	$12K	Hold	323	–	–	0.01%	512
2016 Q1	$10K	Buy	+323	New	+$10K	0.01%	506

Other funds holding WTRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IAMU

Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Integrated Investment Consultants's WTRG Position: Q2 2018 in Review

Integrated Investment Consultants sold out of Essential Utilities (WTRG) in Q2 2018, closing a stake of 323 shares — an estimated $11K sold.

Integrated Investment Consultants first reported a position in WTRG in Q1 2016 and held it in 8 quarters. The position peaked at $12K in Q2 2016. 490 funds tracked by Wall St. Rank hold WTRG as of Q2 2018.

Integrated Investment Consultants reported no remaining Essential Utilities position as of Q2 2018 after selling out during the quarter.
Integrated Investment Consultants sold 323 Essential Utilities shares in Q2 2018, an estimated $11K.
Integrated Investment Consultants first reported a position in Essential Utilities in Q1 2016 and held it in 8 quarters.
Integrated Investment Consultants's Essential Utilities position peaked at $12K in Q2 2016.
490 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.