Mesirow Financial Investment Management - Fixed Income’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-44,555
| Closed | -$1.48M | – | 132 |
|
|
2017
Q2 | $1.48M | Hold |
44,555
| – | – | 0.1% | 96 |
|
|
2017
Q1 | $1.43M | Buy |
44,555
+8,400
| +23% | +$270K | 0.1% | 88 |
|
|
2016
Q4 | $1.09M | Sell |
36,155
-29,840
| -45% | -$896K | 0.07% | 108 |
|
|
2016
Q3 | $2.01M | Sell |
65,995
-6,020
| -8% | -$184K | 0.12% | 91 |
|
|
2016
Q2 | $2.57M | Buy |
+72,015
| New | +$2.57M | 0.15% | 81 |
|