PCM
WTRU

Palisade Capital Management’s Essential Utilities, Inc.6.00% Tangible Equity Units WTRU Stock Holding History

Palisade Capital Management’s Portfolio WTRU Stock Details WTRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-6,841
Closed -$444K – 449
2021
Q4 		$444K Buy
6,841
+2,259
+49% +$134K 0.01% 384
2021
Q3 		$263K Buy
+4,582
New +$275K 0.01% 385

Other funds holding WTRU

NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
BCM
BlueCrest Capital Management St Helier, Jersey $1.69B AUM 20.01% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Palisade Capital Management's WTRU Position: Q1 2022 in Review

Palisade Capital Management sold out of Essential Utilities, Inc.6.00% Tangible Equity Units (WTRU) in Q1 2022, closing a stake of 6,841 shares — an estimated $444K sold.

Palisade Capital Management first reported a position in WTRU in Q3 2021 and held it in 2 quarters. The position peaked at $444K in Q4 2021. 36 funds tracked by Wall St. Rank hold WTRU as of Q1 2022.

  • Palisade Capital Management reported no remaining Essential Utilities, Inc.6.00% Tangible Equity Units position as of Q1 2022 after selling out during the quarter.
  • Palisade Capital Management sold 6,841 Essential Utilities, Inc.6.00% Tangible Equity Units shares in Q1 2022, an estimated $444K.
  • Palisade Capital Management first reported a position in Essential Utilities, Inc.6.00% Tangible Equity Units in Q3 2021 and held it in 2 quarters.
  • Palisade Capital Management's Essential Utilities, Inc.6.00% Tangible Equity Units position peaked at $444K in Q4 2021.
  • 36 funds tracked by Wall St. Rank held Essential Utilities, Inc.6.00% Tangible Equity Units as of Q1 2022.

Based on Palisade Capital Management's 13F filing for Q1 2022, filed 9 May 2022.