JOYN Advisors’s Essential Utilities WTRG Stock Holding History

JOYN 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 Q1	–	Sell	-369	Closed	-$13K	–	1432
2018 Q4	$13K	Sell	369 -74	-17%	-$2.57K	﹤0.01%	871
2018 Q3	$16K	Buy	443 +73	+20%	+$2.7K	﹤0.01%	781
2018 Q2	$13K	Buy	370 +315	+573%	+$10.8K	﹤0.01%	816
2018 Q1	$2K	Buy	+55	New	+$1.92K	﹤0.01%	1116

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

Norges Bank Oslo, Norway $935B AUM

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

JOYN Advisors's WTRG Position: Q1 2019 in Review

JOYN Advisors sold out of Essential Utilities (WTRG) in Q1 2019, closing a stake of 369 shares — an estimated $13K sold.

JOYN Advisors first reported a position in WTRG in Q1 2018 and held it in 4 quarters. The position peaked at $16K in Q3 2018. 537 funds tracked by Wall St. Rank hold WTRG as of Q1 2019.

JOYN Advisors reported no remaining Essential Utilities position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 369 Essential Utilities shares in Q1 2019, an estimated $13K.
JOYN Advisors first reported a position in Essential Utilities in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Essential Utilities position peaked at $16K in Q3 2018.
537 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.