Lehman Financial Resources’s Essential Utilities WTRG Stock Holding History

Lehman Financial Resources’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
2018 Q3	$281K	Buy	7,620 +600	+9%	+$22.2K	0.13%	72
2018 Q2	$246K	Hold	7,020	–	–	0.12%	71
2018 Q1	$239K	Hold	7,020	–	–	0.12%	69
2017 Q4	$275K	Hold	7,020	–	–	0.14%	62
2017 Q3	$232K	Hold	7,020	–	–	0.12%	63
2017 Q2	$234K	Hold	7,020	–	–	0.13%	55
2017 Q1	$225K	Hold	7,020	–	–	0.12%	55
2016 Q4	$210K	Hold	7,020	–	–	0.12%	56
2016 Q3	$213K	Hold	7,020	–	–	0.12%	54
2016 Q2	$250K	Hold	7,020	–	–	0.13%	51
2016 Q1	$223K	Buy	+7,020	New	+$217K	0.12%	57
2015 Q4	–	Sell	-6,522	Closed	-$172K	–	356
2015 Q3	$172K	Hold	6,522	–	–	0.09%	59
2015 Q2	$159K	Hold	6,522	–	–	0.08%	67
2015 Q1	$172K	Hold	6,522	–	–	0.08%	68
2014 Q4	$174K	Hold	6,522	–	–	0.09%	66
2014 Q3	$153K	Hold	6,522	–	–	0.08%	68
2014 Q2	$171K	Hold	6,522	–	–	0.08%	64
2014 Q1	$164K	Hold	6,522	–	–	0.08%	63
2013 Q4	$154K	Hold	6,522	–	–	0.1%	63
2013 Q3	$161K	Sell	6,522 -1	-0%	-$26	0.1%	58
2013 Q2	$163K	Buy	+6,523	New	+$166K	0.11%	53

Other funds holding WTRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 New York $544B AUM 28.31% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Lehman Financial Resources's WTRG Position: Q3 2018 in Review

Lehman Financial Resources increased its Essential Utilities (WTRG) stake by 8.5% in Q3 2018, buying an estimated $22.2K and bringing the position to 7,620 shares worth $281K. The position accounts for 0.13% of the portfolio, ranked #72.

Lehman Financial Resources first reported a position in WTRG in Q2 2013 and has held it in 21 quarters since. 506 funds tracked by Wall St. Rank hold WTRG as of Q3 2018.

Lehman Financial Resources held 7,620 shares of Essential Utilities worth $281K as of Q3 2018.
Lehman Financial Resources bought 600 Essential Utilities shares in Q3 2018, an estimated $22.2K.
Essential Utilities made up 0.13% of Lehman Financial Resources's portfolio in Q3 2018, its #72 holding.
Lehman Financial Resources first reported a position in Essential Utilities in Q2 2013 and has held it in 21 quarters since.
506 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.