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Moseley Investment Management’s Essential Utilities WTRG Stock Holding History

Moseley Investment 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
Q1 		– Sell
-4,230
Closed -$200K – 167
2020
Q4 		$200K Sell
4,230
-945
-18% -$42K 0.12% 150
2020
Q3 		$208K Sell
5,175
-4
-0.1% -$172 0.15% 131
2020
Q2 		$219K Sell
5,179
-188
-4% -$7.94K 0.18% 122
2020
Q1 		$218K Buy
5,367
+348
+7% +$16.4K 0.26% 107
2019
Q4 		$236K Sell
5,019
-1,211
-19% -$54.5K 0.23% 109
2019
Q3 		$279K Buy
6,230
+8
+0.1% +$343 0.29% 95
2019
Q2 		$257K Buy
6,222
+9
+0.1% +$350 0.24% 108
2019
Q1 		$226K Buy
+6,213
New +$219K 0.24% 113

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Moseley Investment Management's WTRG Position: Q1 2021 in Review

Moseley Investment Management sold out of Essential Utilities (WTRG) in Q1 2021, closing a stake of 4,230 shares — an estimated $200K sold.

Moseley Investment Management first reported a position in WTRG in Q1 2019 and held it in 8 quarters. The position peaked at $279K in Q3 2019. 597 funds tracked by Wall St. Rank hold WTRG as of Q1 2021.

  • Moseley Investment Management reported no remaining Essential Utilities position as of Q1 2021 after selling out during the quarter.
  • Moseley Investment Management sold 4,230 Essential Utilities shares in Q1 2021, an estimated $200K.
  • Moseley Investment Management first reported a position in Essential Utilities in Q1 2019 and held it in 8 quarters.
  • Moseley Investment Management's Essential Utilities position peaked at $279K in Q3 2019.
  • 597 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2021.

Based on Moseley Investment Management's 13F filing for Q1 2021, filed 19 Apr 2021.