Mercer Capital Advisers’s Essential Utilities WTRG Stock Holding History

Mercer Capital Advisers’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
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

Other funds holding WTRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mercer Capital Advisers's WTRG Position: Q2 2020 in Review

Mercer Capital Advisers sold out of Essential Utilities (WTRG) in Q2 2020, closing a stake of 250 shares — an estimated $10K sold.

Mercer Capital Advisers first reported a position in WTRG in Q4 2014 and held it in 22 quarters. The position peaked at $12K in Q4 2019. 573 funds tracked by Wall St. Rank hold WTRG as of Q2 2020.

Mercer Capital Advisers reported no remaining Essential Utilities position as of Q2 2020 after selling out during the quarter.
Mercer Capital Advisers sold 250 Essential Utilities shares in Q2 2020, an estimated $10K.
Mercer Capital Advisers first reported a position in Essential Utilities in Q4 2014 and held it in 22 quarters.
Mercer Capital Advisers's Essential Utilities position peaked at $12K in Q4 2019.
573 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2020.

Based on Mercer Capital Advisers's 13F filing for Q2 2020, filed 31 Jul 2020.