LYV
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Live Your Vision’s Essential Utilities WTRG Stock Holding History

Live Your Vision’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
Q1 		$96K Buy
2,562
+60
+2% +$2.12K 0.03% 98
2018
Q4 		$85K Hold
2,502
– – 0.03% 99
2018
Q3 		$92K Hold
2,502
– – 0.03% 94
2018
Q2 		$90K Buy
2,502
+2,250
+893% +$77.1K 0.03% 99
2018
Q1 		$9K Hold
252
– – ﹤0.01% 187
2017
Q4 		$9K Hold
252
– – ﹤0.01% 186
2017
Q3 		$8K Hold
252
– – ﹤0.01% 195
2017
Q2 		$8K Hold
252
– – ﹤0.01% 203
2017
Q1 		$8K Hold
252
– – ﹤0.01% 211
2016
Q4 		$8K Sell
252
-275
-52% -$8.2K ﹤0.01% 201
2016
Q3 		$16K Buy
+527
New +$17.1K 0.01% 149

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
State Street
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Live Your Vision's WTRG Position: Q1 2019 in Review

Live Your Vision increased its Essential Utilities (WTRG) stake by 2.4% in Q1 2019, buying an estimated $2.12K and bringing the position to 2,562 shares worth $96K. The position accounts for 0.03% of the portfolio, ranked #98.

Live Your Vision first reported a position in WTRG in Q3 2016 and has held it in 11 quarters since. 537 funds tracked by Wall St. Rank hold WTRG as of Q1 2019.

  • Live Your Vision held 2,562 shares of Essential Utilities worth $96K as of Q1 2019.
  • Live Your Vision bought 60 Essential Utilities shares in Q1 2019, an estimated $2.12K.
  • Essential Utilities made up 0.03% of Live Your Vision's portfolio in Q1 2019, its #98 holding.
  • Live Your Vision first reported a position in Essential Utilities in Q3 2016 and has held it in 11 quarters since.
  • 537 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.