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Omnia Family Wealth’s Essential Utilities WTRG Stock Holding History

Omnia Family Wealth’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
2019
Q2 		– Sell
-44
Closed -$2K – 531
2019
Q1 		$2K Hold
44
– – ﹤0.01% 501
2018
Q4 		$2K Hold
44
– – ﹤0.01% 456
2018
Q3 		$2K Hold
44
– – ﹤0.01% 499
2018
Q2 		$2K Hold
44
– – ﹤0.01% 479
2018
Q1 		$1K Hold
44
– – ﹤0.01% 582
2017
Q4 		$2K Hold
44
– – ﹤0.01% 512
2017
Q3 		$1K Hold
44
– – ﹤0.01% 606
2017
Q2 		$1K Hold
44
– – ﹤0.01% 691
2017
Q1 		$1K Sell
44
-69
-61% -$2.12K ﹤0.01% 697
2016
Q4 		$3K Buy
+113
New +$3.37K ﹤0.01% 544

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Omnia Family Wealth's WTRG Position: Q2 2019 in Review

Omnia Family Wealth sold out of Essential Utilities (WTRG) in Q2 2019, closing a stake of 44 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in WTRG in Q4 2016 and held it in 10 quarters. The position peaked at $3K in Q4 2016. 544 funds tracked by Wall St. Rank hold WTRG as of Q2 2019.

  • Omnia Family Wealth reported no remaining Essential Utilities position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 44 Essential Utilities shares in Q2 2019, an estimated $2K.
  • Omnia Family Wealth first reported a position in Essential Utilities in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Essential Utilities position peaked at $3K in Q4 2016.
  • 544 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.