OneDigital Investment Advisors’s Essential Utilities WTRG Stock Holding History

OneDigital 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
2020 Q1	–	Sell	-4,641	Closed	-$218K	–	639
2019 Q4	$218K	Sell	4,641 -34	-0.7%	-$1.53K	0.02%	495
2019 Q3	$210K	Buy	4,675 +3,675	+368%	+$158K	0.02%	481
2019 Q2	$41K	Hold	1,000	–	–	﹤0.01%	613
2019 Q1	$36K	Hold	1,000	–	–	0.01%	571
2018 Q4	$34K	Buy	+1,000	New	+$34.7K	0.01%	542

Other funds holding WTRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 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 $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

OneDigital Investment Advisors's WTRG Position: Q1 2020 in Review

OneDigital Investment Advisors sold out of Essential Utilities (WTRG) in Q1 2020, closing a stake of 4,641 shares — an estimated $218K sold.

OneDigital Investment Advisors first reported a position in WTRG in Q4 2018 and held it in 5 quarters. The position peaked at $218K in Q4 2019. 579 funds tracked by Wall St. Rank hold WTRG as of Q1 2020.

OneDigital Investment Advisors reported no remaining Essential Utilities position as of Q1 2020 after selling out during the quarter.
OneDigital Investment Advisors sold 4,641 Essential Utilities shares in Q1 2020, an estimated $218K.
OneDigital Investment Advisors first reported a position in Essential Utilities in Q4 2018 and held it in 5 quarters.
OneDigital Investment Advisors's Essential Utilities position peaked at $218K in Q4 2019.
579 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2020.

Based on OneDigital Investment Advisors's 13F filing for Q1 2020, filed 14 May 2020.