Mid Atlantic Financial Management’s Essential Utilities WTRG Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$496K	Buy	10,774 +3	+0%	+$145	0.03%	452
2021 Q2	$492K	Buy	10,771 +3	+0%	+$141	0.03%	471
2021 Q1	$482K	Buy	10,768 +4	+0%	+$181	0.04%	444
2020 Q4	$509K	Buy	10,764 +3	+0%	+$133	0.04%	392
2020 Q3	$483K	Buy	10,761 +304	+3%	+$13.1K	0.04%	369
2020 Q2	$442K	Buy	10,457 +3	+0%	+$127	0.04%	372
2020 Q1	$425K	Sell	10,454 -47	-0.4%	-$2.22K	0.05%	346
2019 Q4	$493K	Sell	10,501 -400	-4%	-$18K	0.05%	392
2019 Q3	$489K	Buy	10,901 +600	+6%	+$25.8K	0.05%	360
2019 Q2	$426K	Hold	10,301	–	–	0.04%	414
2019 Q1	$375K	Buy	10,301 +400	+4%	+$14.1K	0.04%	442
2018 Q4	$339K	Buy	+9,901	New	+$343K	0.04%	441

Other funds holding WTRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mid Atlantic Financial Management's WTRG Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Essential Utilities (WTRG) stake by 0.03% in Q3 2021, buying an estimated $145 and bringing the position to 10,774 shares worth $496K. The position accounts for 0.03% of the portfolio, ranked #452.

Mid Atlantic Financial Management first reported a position in WTRG in Q4 2018 and has held it in 12 quarters since. The position peaked at $509K in Q4 2020. 596 funds tracked by Wall St. Rank hold WTRG as of Q3 2021.

Mid Atlantic Financial Management held 10,774 shares of Essential Utilities worth $496K as of Q3 2021.
Mid Atlantic Financial Management bought 3 Essential Utilities shares in Q3 2021, an estimated $145.
Essential Utilities made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #452 holding.
Mid Atlantic Financial Management first reported a position in Essential Utilities in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Essential Utilities position peaked at $509K in Q4 2020.
596 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.