KCS Wealth Advisory’s Essential Utilities WTRG Stock Holding History

KCS Wealth Advisory’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 Q4	–	Sell	-1,016	Closed	-$45.5K	–	411
2019 Q3	$45.5K	Buy	+1,016	New	+$43.6K	0.03%	247

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

KCS Wealth Advisory's WTRG Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Essential Utilities (WTRG) in Q4 2019, closing a stake of 1,016 shares — an estimated $45.5K sold.

KCS Wealth Advisory first reported a position in WTRG in Q3 2019 and held it in 1 quarter. The position peaked at $45.5K in Q3 2019. 595 funds tracked by Wall St. Rank hold WTRG as of Q4 2019.

KCS Wealth Advisory reported no remaining Essential Utilities position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 1,016 Essential Utilities shares in Q4 2019, an estimated $45.5K.
KCS Wealth Advisory first reported a position in Essential Utilities in Q3 2019 and held it in 1 quarter.
KCS Wealth Advisory's Essential Utilities position peaked at $45.5K in Q3 2019.
595 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.