Meridian Wealth Management’s Essential Utilities WTRG Stock Holding History

Meridian Wealth Management’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
2019 Q3	–	Sell	-1,001	Closed	-$41.4K	–	508
2019 Q2	$41.4K	Buy	+1,001	New	+$38.9K	0.02%	398

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

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

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

Norges Bank Oslo, Norway $1T AUM

BPSG

Brookfield Public Securities Group New York $6.17B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Meridian Wealth Management's WTRG Position: Q3 2019 in Review

Meridian Wealth Management sold out of Essential Utilities (WTRG) in Q3 2019, closing a stake of 1,001 shares — an estimated $41.4K sold.

Meridian Wealth Management first reported a position in WTRG in Q2 2019 and held it in 1 quarter. The position peaked at $41.4K in Q2 2019. 576 funds tracked by Wall St. Rank hold WTRG as of Q3 2019.

Meridian Wealth Management reported no remaining Essential Utilities position as of Q3 2019 after selling out during the quarter.
Meridian Wealth Management sold 1,001 Essential Utilities shares in Q3 2019, an estimated $41.4K.
Meridian Wealth Management first reported a position in Essential Utilities in Q2 2019 and held it in 1 quarter.
Meridian Wealth Management's Essential Utilities position peaked at $41.4K in Q2 2019.
576 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2019.

Based on Meridian Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.