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Litman Gregory Wealth Management’s Essential Utilities WTRG Stock Holding History

Litman Gregory Wealth Management’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
Q3 		– Sell
-1,400
Closed -$58K – 239
2019
Q2 		$58K Hold
1,400
– – 0.02% 83
2019
Q1 		$51K Hold
1,400
– – 0.01% 69
2018
Q4 		$48K Buy
+1,400
New +$48.5K 0.01% 75

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
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
BPSG
Brookfield Public Securities Group New York $6.17B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Litman Gregory Wealth Management's WTRG Position: Q3 2019 in Review

Litman Gregory Wealth Management sold out of Essential Utilities (WTRG) in Q3 2019, closing a stake of 1,400 shares — an estimated $58K sold.

Litman Gregory Wealth Management first reported a position in WTRG in Q4 2018 and held it in 3 quarters. The position peaked at $58K in Q2 2019. 576 funds tracked by Wall St. Rank hold WTRG as of Q3 2019.

  • Litman Gregory Wealth Management reported no remaining Essential Utilities position as of Q3 2019 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 1,400 Essential Utilities shares in Q3 2019, an estimated $58K.
  • Litman Gregory Wealth Management first reported a position in Essential Utilities in Q4 2018 and held it in 3 quarters.
  • Litman Gregory Wealth Management's Essential Utilities position peaked at $58K in Q2 2019.
  • 576 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.