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Karp Capital Management’s Essential Utilities WTRG Stock Holding History

Karp Capital 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
2015
Q4 		– Sell
-1,058
Closed -$28K – 291
2015
Q3 		$28K Buy
1,058
+7
+0.7% +$179 0.02% 211
2015
Q2 		$26K Buy
1,051
+6
+0.6% +$157 0.02% 223
2015
Q1 		$28K Buy
1,045
+6
+0.6% +$160 0.02% 220
2014
Q4 		$28K Buy
+1,039
New +$26.7K 0.02% 204

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return

Karp Capital Management's WTRG Position: Q4 2015 in Review

Karp Capital Management sold out of Essential Utilities (WTRG) in Q4 2015, closing a stake of 1,058 shares — an estimated $28K sold.

Karp Capital Management first reported a position in WTRG in Q4 2014 and held it in 4 quarters. The position peaked at $28K in Q3 2015. 373 funds tracked by Wall St. Rank hold WTRG as of Q4 2015.

  • Karp Capital Management reported no remaining Essential Utilities position as of Q4 2015 after selling out during the quarter.
  • Karp Capital Management sold 1,058 Essential Utilities shares in Q4 2015, an estimated $28K.
  • Karp Capital Management first reported a position in Essential Utilities in Q4 2014 and held it in 4 quarters.
  • Karp Capital Management's Essential Utilities position peaked at $28K in Q3 2015.
  • 373 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2015.

Based on Karp Capital Management's 13F filing for Q4 2015, filed 9 Feb 2016.