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MCA
Mercer Capital Advisers’s
Essential Utilities
WTRG
Stock Holding History
Mercer Capital Advisers’s Portfolio
WTRG Stock Details
WTRG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q2
–
Sell
-250
Closed
-$10K
–
180
2020
Q1
$10K
Hold
250
–
–
0.01%
173
2019
Q4
$12K
Hold
250
–
–
0.01%
188
2019
Q3
$11K
Hold
250
–
–
0.01%
193
2019
Q2
$10K
Hold
250
–
–
0.01%
204
2019
Q1
$9K
Hold
250
–
–
0.01%
208
2018
Q4
$9K
Hold
250
–
–
0.01%
209
2018
Q3
$9K
Hold
250
–
–
0.01%
221
2018
Q2
$9K
Hold
250
–
–
0.01%
233
2018
Q1
$9K
Hold
250
–
–
0.01%
222
2017
Q4
$10K
Hold
250
–
–
0.01%
215
2017
Q3
$8K
Hold
250
–
–
0.01%
230
2017
Q2
$8K
Hold
250
–
–
0.01%
237
2017
Q1
$8K
Hold
250
–
–
0.01%
244
2016
Q4
$8K
Hold
250
–
–
0.01%
246
2016
Q3
$8K
Hold
250
–
–
0.01%
257
2016
Q2
$9K
Hold
250
–
–
0.01%
246
2016
Q1
$8K
Hold
250
–
–
0.01%
249
2015
Q4
$7K
Hold
250
–
–
0.01%
264
2015
Q3
$7K
Hold
250
–
–
0.01%
258
2015
Q2
$6K
Hold
250
–
–
0.01%
275
2015
Q1
$7K
Hold
250
–
–
0.01%
269
2014
Q4
$7K
Buy
+250
New
+$6.42K
0.01%
270
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
ZP
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$4.08B AUM
14.2%
1-Year Est. Return
PAMU
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$91.6B AUM
47.77%
1-Year Est. Return
Norges Bank
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$935B AUM
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$14.3B AUM
19.8%
1-Year Est. Return
Bank of New York Mellon
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$544B AUM
28.31%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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