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Mariner Wealth Advisors (NYC)’s Essential Utilities WTRG Stock Holding History

Mariner Wealth Advisors (NYC)’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
2015
Q1 		$100K Buy
+3,786
New +$101K 0.05% 103

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s WTRG Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in Essential Utilities (WTRG) in Q1 2015: 3,786 shares worth $100K. The stake represents 0.05% of the portfolio and ranks #103 among its holdings.

343 funds tracked by Wall St. Rank hold WTRG as of Q1 2015.

  • Mariner Wealth Advisors (NYC) held 3,786 shares of Essential Utilities worth $100K as of Q1 2015.
  • Essential Utilities was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
  • Essential Utilities made up 0.05% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #103 holding.
  • 343 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.