Jupiter Investment Management’s Essential Utilities WTRG Stock Holding History

Jupiter 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	-28,314	Closed	-$968K	–	440
2018 Q4	$968K	Buy	+28,314	New	+$982K	0.01%	238
2014 Q3	–	Sell	-6,600	Closed	-$173K	–	410
2014 Q2	$173K	Buy	+6,600	New	+$166K	0.01%	305
2014 Q1	–	Sell	-3,000	Closed	-$70K	–	419
2013 Q4	$70K	Buy	+3,000	New	+$73.1K	0.01%	317

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

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

Jupiter Investment Management sold out of Essential Utilities (WTRG) in Q1 2019, closing a stake of 28,314 shares — an estimated $968K sold.

Jupiter Investment Management first reported a position in WTRG in Q4 2013 and held it in 3 quarters. The position peaked at $968K in Q4 2018. 537 funds tracked by Wall St. Rank hold WTRG as of Q1 2019.

Jupiter Investment Management reported no remaining Essential Utilities position as of Q1 2019 after selling out during the quarter.
Jupiter Investment Management sold 28,314 Essential Utilities shares in Q1 2019, an estimated $968K.
Jupiter Investment Management first reported a position in Essential Utilities in Q4 2013 and held it in 3 quarters.
Jupiter Investment Management's Essential Utilities position peaked at $968K in Q4 2018.
537 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2019.

Based on Jupiter Investment Management's 13F filing for Q1 2019, filed 7 May 2019.