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Kanaly Trust’s Essential Utilities WTRG Stock Holding History

Kanaly Trust’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
2016
Q4 		$4K Buy
+137
New +$4.09K ﹤0.01% 712

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kanaly Trust's WTRG Position: Q4 2016 in Review

Kanaly Trust opened a new position in Essential Utilities (WTRG) in Q4 2016: 137 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #712 among its holdings.

432 funds tracked by Wall St. Rank hold WTRG as of Q4 2016.

  • Kanaly Trust held 137 shares of Essential Utilities worth $4K as of Q4 2016.
  • Essential Utilities was a new Kanaly Trust position in Q4 2016.
  • Essential Utilities made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #712 holding.
  • 432 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.