Marshall Wace North America’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-7,529
Closed -$337K 1833
2021
Q1
$337K Buy
+7,529
New +$340K ﹤0.01% 1285
2019
Q2
Sell
-5,181
Closed -$189K 1665
2019
Q1
$189K Sell
5,181
-8,799
-63% -$310K ﹤0.01% 996
2018
Q4
$478K Buy
+13,980
New +$485K ﹤0.01% 788

Other funds holding WTRG

Marshall Wace North America's WTRG Position: Q2 2021 in Review

Marshall Wace North America sold out of Essential Utilities (WTRG) in Q2 2021, closing a stake of 7,529 shares — an estimated $337K sold.

Marshall Wace North America first reported a position in WTRG in Q4 2018 and held it in 3 quarters. The position peaked at $478K in Q4 2018. 588 funds tracked by Wall St. Rank hold WTRG as of Q2 2021.

  • Marshall Wace North America reported no remaining Essential Utilities position as of Q2 2021 after selling out during the quarter.
  • Marshall Wace North America sold 7,529 Essential Utilities shares in Q2 2021, an estimated $337K.
  • Marshall Wace North America first reported a position in Essential Utilities in Q4 2018 and held it in 3 quarters.
  • Marshall Wace North America's Essential Utilities position peaked at $478K in Q4 2018.
  • 588 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2021.

Based on Marshall Wace North America's 13F filing for Q2 2021, filed 13 Aug 2021.