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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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.