New Potomac Partners’s Essential Utilities WTRG Stock Holding History

New Potomac Partners’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
2020 Q4	–	Sell	-3,360	Closed	-$135K	–	119
2020 Q3	$135K	Hold	3,360	–	–	0.11%	67
2020 Q2	$142K	Hold	3,360	–	–	0.13%	69
2020 Q1	$137K	Hold	3,360	–	–	0.15%	64
2019 Q4	$158K	Hold	3,360	–	–	0.15%	70
2019 Q3	$151K	Hold	3,360	–	–	0.15%	69
2019 Q2	$139K	Hold	3,360	–	–	0.14%	70
2019 Q1	$122K	Hold	3,360	–	–	0.12%	75
2018 Q4	$115K	Hold	3,360	–	–	0.12%	78
2018 Q3	$124K	Hold	3,360	–	–	0.11%	72
2018 Q2	$118K	Hold	3,360	–	–	0.11%	74
2018 Q1	$114K	Hold	3,360	–	–	0.11%	77
2017 Q4	$132K	Buy	+3,360	New	+$123K	0.13%	74

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 $3.37T AUM 44.26% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

New Potomac Partners's WTRG Position: Q4 2020 in Review

New Potomac Partners sold out of Essential Utilities (WTRG) in Q4 2020, closing a stake of 3,360 shares — an estimated $135K sold.

New Potomac Partners first reported a position in WTRG in Q4 2017 and held it in 12 quarters. The position peaked at $158K in Q4 2019. 598 funds tracked by Wall St. Rank hold WTRG as of Q4 2020.

New Potomac Partners reported no remaining Essential Utilities position as of Q4 2020 after selling out during the quarter.
New Potomac Partners sold 3,360 Essential Utilities shares in Q4 2020, an estimated $135K.
New Potomac Partners first reported a position in Essential Utilities in Q4 2017 and held it in 12 quarters.
New Potomac Partners's Essential Utilities position peaked at $158K in Q4 2019.
598 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2020.

Based on New Potomac Partners's 13F filing for Q4 2020, filed 28 Jan 2021.