Patten Group’s Essential Utilities WTRG Stock Holding History

Patten Group’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 Q1	–	Sell	-1,000	Closed	-$34K	–	546
2018 Q4	$34K	Hold	1,000	–	–	0.02%	325
2018 Q3	$37K	Hold	1,000	–	–	0.01%	358
2018 Q2	$35K	Hold	1,000	–	–	0.01%	360
2018 Q1	$34K	Hold	1,000	–	–	0.01%	359
2017 Q4	$39K	Hold	1,000	–	–	0.02%	362
2017 Q3	$33K	Hold	1,000	–	–	0.01%	372
2017 Q2	$34K	Hold	1,000	–	–	0.01%	372
2017 Q1	$32K	Hold	1,000	–	–	0.01%	357
2016 Q4	$30K	Hold	1,000	–	–	0.01%	362
2016 Q3	$29.8K	Hold	1,000	–	–	0.01%	370
2016 Q2	$35.7K	Hold	1,000	–	–	0.02%	336
2016 Q1	$31.8K	Hold	1,000	–	–	0.02%	353
2015 Q4	$29.8K	Hold	1,000	–	–	0.01%	374
2015 Q3	$26.5K	Hold	1,000	–	–	0.01%	347
2015 Q2	$24.5K	Buy	+1,000	New	+$26.2K	0.01%	353

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Patten Group's WTRG Position: Q1 2019 in Review

Patten Group sold out of Essential Utilities (WTRG) in Q1 2019, closing a stake of 1,000 shares — an estimated $34K sold.

Patten Group first reported a position in WTRG in Q2 2015 and held it in 15 quarters. The position peaked at $39K in Q4 2017. 537 funds tracked by Wall St. Rank hold WTRG as of Q1 2019.

Patten Group reported no remaining Essential Utilities position as of Q1 2019 after selling out during the quarter.
Patten Group sold 1,000 Essential Utilities shares in Q1 2019, an estimated $34K.
Patten Group first reported a position in Essential Utilities in Q2 2015 and held it in 15 quarters.
Patten Group's Essential Utilities position peaked at $39K in Q4 2017.
537 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.