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L & S Advisors’s Essential Utilities WTRG Stock Holding History

L & S Advisors’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
Q1 		– Sell
-32,162
Closed -$1.51M – 301
2019
Q4 		$1.51M Sell
32,162
-557
-2% -$25.1K 0.19% 117
2019
Q3 		$1.47M Sell
32,719
-752
-2% -$32.3K 0.21% 137
2019
Q2 		$1.39M Buy
+33,471
New +$1.3M 0.18% 136

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ZP
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
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

L & S Advisors's WTRG Position: Q1 2020 in Review

L & S Advisors sold out of Essential Utilities (WTRG) in Q1 2020, closing a stake of 32,162 shares — an estimated $1.51M sold.

L & S Advisors first reported a position in WTRG in Q2 2019 and held it in 3 quarters. The position peaked at $1.51M in Q4 2019. 579 funds tracked by Wall St. Rank hold WTRG as of Q1 2020.

  • L & S Advisors reported no remaining Essential Utilities position as of Q1 2020 after selling out during the quarter.
  • L & S Advisors sold 32,162 Essential Utilities shares in Q1 2020, an estimated $1.51M.
  • L & S Advisors first reported a position in Essential Utilities in Q2 2019 and held it in 3 quarters.
  • L & S Advisors's Essential Utilities position peaked at $1.51M in Q4 2019.
  • 579 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2020.

Based on L & S Advisors's 13F filing for Q1 2020, filed 13 May 2020.