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Measured Wealth Private Client Group’s Essential Utilities WTRG Stock Holding History

Measured Wealth Private Client 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
2018
Q4 		– Sell
-836
Closed -$30K – 715
2018
Q3 		$30K Buy
+836
New +$30.9K 0.02% 455

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Measured Wealth Private Client Group's WTRG Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Essential Utilities (WTRG) in Q4 2018, closing a stake of 836 shares — an estimated $30K sold.

Measured Wealth Private Client Group first reported a position in WTRG in Q3 2018 and held it in 1 quarter. The position peaked at $30K in Q3 2018. 520 funds tracked by Wall St. Rank hold WTRG as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Essential Utilities position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 836 Essential Utilities shares in Q4 2018, an estimated $30K.
  • Measured Wealth Private Client Group first reported a position in Essential Utilities in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Essential Utilities position peaked at $30K in Q3 2018.
  • 520 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.