MFG
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Magnus Financial Group’s Essential Utilities WTRG Stock Holding History

Magnus Financial Group’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
2020
Q3 		– Sell
-7,367
Closed -$311K – 645
2020
Q2 		$311K Buy
7,367
+2,452
+50% +$104K 0.03% 330
2020
Q1 		$200K Buy
+4,915
New +$232K 0.03% 466

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 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
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

Magnus Financial Group's WTRG Position: Q3 2020 in Review

Magnus Financial Group sold out of Essential Utilities (WTRG) in Q3 2020, closing a stake of 7,367 shares — an estimated $311K sold.

Magnus Financial Group first reported a position in WTRG in Q1 2020 and held it in 2 quarters. The position peaked at $311K in Q2 2020. 571 funds tracked by Wall St. Rank hold WTRG as of Q3 2020.

  • Magnus Financial Group reported no remaining Essential Utilities position as of Q3 2020 after selling out during the quarter.
  • Magnus Financial Group sold 7,367 Essential Utilities shares in Q3 2020, an estimated $311K.
  • Magnus Financial Group first reported a position in Essential Utilities in Q1 2020 and held it in 2 quarters.
  • Magnus Financial Group's Essential Utilities position peaked at $311K in Q2 2020.
  • 571 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2020.

Based on Magnus Financial Group's 13F filing for Q3 2020, filed 5 Nov 2020.