PWM
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Paulson Wealth Management’s Essential Utilities WTRG Stock Holding History

Paulson Wealth Management’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
2018
Q1 		– Sell
-130
Closed -$5K – 534
2017
Q4 		$5K Buy
+130
New +$4.74K ﹤0.01% 450

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
State Street
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Paulson Wealth Management's WTRG Position: Q1 2018 in Review

Paulson Wealth Management sold out of Essential Utilities (WTRG) in Q1 2018, closing a stake of 130 shares — an estimated $5K sold.

Paulson Wealth Management first reported a position in WTRG in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 480 funds tracked by Wall St. Rank hold WTRG as of Q1 2018.

  • Paulson Wealth Management reported no remaining Essential Utilities position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 130 Essential Utilities shares in Q1 2018, an estimated $5K.
  • Paulson Wealth Management first reported a position in Essential Utilities in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's Essential Utilities position peaked at $5K in Q4 2017.
  • 480 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.