IWC
WTRG icon

Integrated Wealth Counsel’s Essential Utilities WTRG Stock Holding History

Integrated Wealth Counsel’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
2016
Q4 		$63K Hold
2,082
– – 0.14% 63
2016
Q3 		$63K Buy
+2,082
New +$67.5K 0.13% 60

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Integrated Wealth Counsel's WTRG Position: Q4 2016 in Review

Integrated Wealth Counsel held its Essential Utilities (WTRG) position steady in Q4 2016 at 2,082 shares worth $63K. The position accounts for 0.14% of the portfolio, ranked #63.

Integrated Wealth Counsel first reported a position in WTRG in Q3 2016 and has held it in 2 quarters since. 432 funds tracked by Wall St. Rank hold WTRG as of Q4 2016.

  • Integrated Wealth Counsel held 2,082 shares of Essential Utilities worth $63K as of Q4 2016.
  • Integrated Wealth Counsel left its Essential Utilities share count unchanged in Q4 2016.
  • Essential Utilities made up 0.14% of Integrated Wealth Counsel's portfolio in Q4 2016, its #63 holding.
  • Integrated Wealth Counsel first reported a position in Essential Utilities in Q3 2016 and has held it in 2 quarters since.
  • 432 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.