MUFG Americas’s Essential Utilities WTRG Stock Holding History

MUFG Americas’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 Q2	–	Sell	-3,716	Closed	-$166K	–	714
2021 Q1	$166K	Sell	3,716 -17,779	-83%	-$803K	﹤0.01%	416
2020 Q4	$1.02M	Buy	+21,495	New	+$955K	0.02%	281
2019 Q2	–	Sell	-625	Closed	-$23K	–	917
2019 Q1	$23K	Hold	625	–	–	﹤0.01%	636
2018 Q4	$21K	Sell	625 -812	-57%	-$28.2K	﹤0.01%	575
2018 Q3	$53K	Hold	1,437	–	–	﹤0.01%	509
2018 Q2	$51K	Buy	1,437 +812	+130%	+$27.8K	﹤0.01%	534
2018 Q1	$21K	Hold	625	–	–	﹤0.01%	651
2017 Q4	$25K	Hold	625	–	–	﹤0.01%	701
2017 Q3	$21K	Buy	+625	New	+$20.9K	﹤0.01%	728
2016 Q2	–	Sell	-350	Closed	-$11K	–	1203
2016 Q1	$11K	Hold	350	–	–	﹤0.01%	805
2015 Q4	$10K	Buy	+350	New	+$10.1K	﹤0.01%	839
2015 Q2	–	Sell	-687	Closed	-$18K	–	1284
2015 Q1	$18K	Hold	687	–	–	﹤0.01%	824
2014 Q4	$18K	Hold	687	–	–	﹤0.01%	846
2014 Q3	$16K	Hold	687	–	–	﹤0.01%	859
2014 Q2	$18K	Sell	687 -206	-23%	-$5.18K	﹤0.01%	861
2014 Q1	$22K	Buy	893 +206	+30%	+$4.97K	﹤0.01%	809
2013 Q4	$16K	Hold	687	–	–	﹤0.01%	871
2013 Q3	$17K	Sell	687 -1	-0.1%	-$26	﹤0.01%	922
2013 Q2	$17K	Buy	+688	New	+$17.5K	﹤0.01%	1330

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MUFG Americas's WTRG Position: Q2 2021 in Review

MUFG Americas sold out of Essential Utilities (WTRG) in Q2 2021, closing a stake of 3,716 shares — an estimated $166K sold.

MUFG Americas first reported a position in WTRG in Q2 2013 and held it in 19 quarters. The position peaked at $1.02M in Q4 2020. 589 funds tracked by Wall St. Rank hold WTRG as of Q2 2021.

MUFG Americas reported no remaining Essential Utilities position as of Q2 2021 after selling out during the quarter.
MUFG Americas sold 3,716 Essential Utilities shares in Q2 2021, an estimated $166K.
MUFG Americas first reported a position in Essential Utilities in Q2 2013 and held it in 19 quarters.
MUFG Americas's Essential Utilities position peaked at $1.02M in Q4 2020.
589 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2021.

Based on MUFG Americas's 13F filing for Q2 2021, filed 6 Aug 2021.