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Kore Private Wealth’s Essential Utilities WTRG Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-1,066
Closed -$45K – 1099
2020
Q2 		$45K Buy
1,066
+59
+6% +$2.49K 0.01% 480
2020
Q1 		$41K Buy
+1,007
New +$47.5K 0.01% 454

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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

Kore Private Wealth's WTRG Position: Q3 2020 in Review

Kore Private Wealth sold out of Essential Utilities (WTRG) in Q3 2020, closing a stake of 1,066 shares — an estimated $45K sold.

Kore Private Wealth first reported a position in WTRG in Q1 2020 and held it in 2 quarters. The position peaked at $45K in Q2 2020. 571 funds tracked by Wall St. Rank hold WTRG as of Q3 2020.

  • Kore Private Wealth reported no remaining Essential Utilities position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 1,066 Essential Utilities shares in Q3 2020, an estimated $45K.
  • Kore Private Wealth first reported a position in Essential Utilities in Q1 2020 and held it in 2 quarters.
  • Kore Private Wealth's Essential Utilities position peaked at $45K in Q2 2020.
  • 571 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.