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James Investment Research’s Essential Utilities WTRG Stock Holding History

James Investment Research’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
2020
Q2 		– Sell
-1,365
Closed -$56K – 496
2020
Q1 		$56K Buy
+1,365
New +$64.4K 0.01% 298

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

James Investment Research's WTRG Position: Q2 2020 in Review

James Investment Research sold out of Essential Utilities (WTRG) in Q2 2020, closing a stake of 1,365 shares — an estimated $56K sold.

James Investment Research first reported a position in WTRG in Q1 2020 and held it in 1 quarter. The position peaked at $56K in Q1 2020. 572 funds tracked by Wall St. Rank hold WTRG as of Q2 2020.

  • James Investment Research reported no remaining Essential Utilities position as of Q2 2020 after selling out during the quarter.
  • James Investment Research sold 1,365 Essential Utilities shares in Q2 2020, an estimated $56K.
  • James Investment Research first reported a position in Essential Utilities in Q1 2020 and held it in 1 quarter.
  • James Investment Research's Essential Utilities position peaked at $56K in Q1 2020.
  • 572 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2020.

Based on James Investment Research's 13F filing for Q2 2020, filed 24 Jul 2020.