JNBA Financial Advisors’s Essential Utilities WTRG Stock Holding History

JNBA Financial Advisors’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 Q3	–	Sell	-125	Closed	-$5K	–	710
2019 Q2	$5K	Buy	+125	New	+$4.86K	﹤0.01%	523

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

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

BPSG

Brookfield Public Securities Group New York $6.17B AUM

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

JNBA Financial Advisors's WTRG Position: Q3 2019 in Review

JNBA Financial Advisors sold out of Essential Utilities (WTRG) in Q3 2019, closing a stake of 125 shares — an estimated $5K sold.

JNBA Financial Advisors first reported a position in WTRG in Q2 2019 and held it in 1 quarter. The position peaked at $5K in Q2 2019. 576 funds tracked by Wall St. Rank hold WTRG as of Q3 2019.

JNBA Financial Advisors reported no remaining Essential Utilities position as of Q3 2019 after selling out during the quarter.
JNBA Financial Advisors sold 125 Essential Utilities shares in Q3 2019, an estimated $5K.
JNBA Financial Advisors first reported a position in Essential Utilities in Q2 2019 and held it in 1 quarter.
JNBA Financial Advisors's Essential Utilities position peaked at $5K in Q2 2019.
576 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2019.

Based on JNBA Financial Advisors's 13F filing for Q3 2019, filed 1 Nov 2019.