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Ipswich Investment Management’s Essential Utilities WTRG Stock Holding History

Ipswich 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
2019
Q1 		– Sell
-160
Closed -$5K – 395
2018
Q4 		$5K Buy
+160
New +$5.55K ﹤0.01% 412

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
State Street
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ipswich Investment Management's WTRG Position: Q1 2019 in Review

Ipswich Investment Management sold out of Essential Utilities (WTRG) in Q1 2019, closing a stake of 160 shares — an estimated $5K sold.

Ipswich Investment Management first reported a position in WTRG in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 537 funds tracked by Wall St. Rank hold WTRG as of Q1 2019.

  • Ipswich Investment Management reported no remaining Essential Utilities position as of Q1 2019 after selling out during the quarter.
  • Ipswich Investment Management sold 160 Essential Utilities shares in Q1 2019, an estimated $5K.
  • Ipswich Investment Management first reported a position in Essential Utilities in Q4 2018 and held it in 1 quarter.
  • Ipswich Investment Management's Essential Utilities position peaked at $5K in Q4 2018.
  • 537 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2019.

Based on Ipswich Investment Management's 13F filing for Q1 2019, filed 12 Apr 2019.