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Moneta Group Investment Advisors’s Essential Utilities WTRG Stock Holding History

Moneta Group Investment Advisors’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
2018
Q3 		– Sell
-1,559
Closed -$55K – 378
2018
Q2 		$55K Sell
1,559
-53,293
-97% -$1.83M 0.01% 306
2018
Q1 		$55K Buy
+54,852
New +$1.91M 0.01% 314

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Moneta Group Investment Advisors's WTRG Position: Q3 2018 in Review

Moneta Group Investment Advisors sold out of Essential Utilities (WTRG) in Q3 2018, closing a stake of 1,559 shares — an estimated $55K sold.

Moneta Group Investment Advisors first reported a position in WTRG in Q1 2018 and held it in 2 quarters. The position peaked at $55K in Q2 2018. 506 funds tracked by Wall St. Rank hold WTRG as of Q3 2018.

  • Moneta Group Investment Advisors reported no remaining Essential Utilities position as of Q3 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,559 Essential Utilities shares in Q3 2018, an estimated $55K.
  • Moneta Group Investment Advisors first reported a position in Essential Utilities in Q1 2018 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Essential Utilities position peaked at $55K in Q2 2018.
  • 506 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.