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McKinley Carter Wealth Services’s Essential Utilities WTRG Stock Holding History

McKinley Carter Wealth Services’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
2018
Q2 		– Sell
-332
Closed -$11K – 393
2018
Q1 		$11K Buy
+332
New +$11.6K ﹤0.01% 375

Other funds holding WTRG

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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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

McKinley Carter Wealth Services's WTRG Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Essential Utilities (WTRG) in Q2 2018, closing a stake of 332 shares — an estimated $11K sold.

McKinley Carter Wealth Services first reported a position in WTRG in Q1 2018 and held it in 1 quarter. The position peaked at $11K in Q1 2018. 490 funds tracked by Wall St. Rank hold WTRG as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Essential Utilities position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 332 Essential Utilities shares in Q2 2018, an estimated $11K.
  • McKinley Carter Wealth Services first reported a position in Essential Utilities in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Essential Utilities position peaked at $11K in Q1 2018.
  • 490 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.