Luther King Capital Management (LKCM)
WTRG icon

Luther King Capital Management (LKCM)’s Essential Utilities WTRG Stock Holding History

Luther King Capital Management (LKCM)’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
2013
Q4 		– Sell
-16,000
Closed -$396K – 638
2013
Q3 		$396K Buy
+16,000
New +$408K ﹤0.01% 571

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Luther King Capital Management (LKCM)'s WTRG Position: Q4 2013 in Review

Luther King Capital Management (LKCM) sold out of Essential Utilities (WTRG) in Q4 2013, closing a stake of 16,000 shares — an estimated $396K sold.

Luther King Capital Management (LKCM) first reported a position in WTRG in Q3 2013 and held it in 1 quarter. The position peaked at $396K in Q3 2013. 322 funds tracked by Wall St. Rank hold WTRG as of Q4 2013.

  • Luther King Capital Management (LKCM) reported no remaining Essential Utilities position as of Q4 2013 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 16,000 Essential Utilities shares in Q4 2013, an estimated $396K.
  • Luther King Capital Management (LKCM) first reported a position in Essential Utilities in Q3 2013 and held it in 1 quarter.
  • Luther King Capital Management (LKCM)'s Essential Utilities position peaked at $396K in Q3 2013.
  • 322 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2013.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q4 2013, filed 12 Feb 2014.