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Lebenthal Global Advisors’s Essential Utilities WTRG Stock Holding History

Lebenthal Global 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
2021
Q1 		– Sell
-99
Closed -$4K – 545
2020
Q4 		$4K Buy
+99
New +$4.4K ﹤0.01% 510

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PAMU
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Invesco
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NI
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Lebenthal Global Advisors's WTRG Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of Essential Utilities (WTRG) in Q1 2021, closing a stake of 99 shares — an estimated $4K sold.

Lebenthal Global Advisors first reported a position in WTRG in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 597 funds tracked by Wall St. Rank hold WTRG as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining Essential Utilities position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 99 Essential Utilities shares in Q1 2021, an estimated $4K.
  • Lebenthal Global Advisors first reported a position in Essential Utilities in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's Essential Utilities position peaked at $4K in Q4 2020.
  • 597 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.