Piedmont Investment Advisors’s Essential Utilities WTRG Stock Holding History

Piedmont 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 Q2	–	Sell	-16,164	Closed	-$658K	–	703
2020 Q1	$658K	Hold	16,164	–	–	0.03%	381
2019 Q4	$759K	Sell	16,164 -3,120	-16%	-$141K	0.03%	404
2019 Q3	$865K	Sell	19,284 -1,545	-7%	-$66.3K	0.03%	355
2019 Q2	$862K	Buy	+20,829	New	+$810K	0.03%	367
2018 Q3	–	Sell	-69	Closed	-$2K	–	2302
2018 Q2	$2K	Buy	+69	New	+$2.36K	﹤0.01%	2649
2013 Q3	–	Sell	-148	Closed	-$3.69K	–	367
2013 Q2	$3.69K	Buy	+148	New	+$3.76K	﹤0.01%	259

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

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

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

Piedmont Investment Advisors's WTRG Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of Essential Utilities (WTRG) in Q2 2020, closing a stake of 16,164 shares — an estimated $658K sold.

Piedmont Investment Advisors first reported a position in WTRG in Q2 2013 and held it in 6 quarters. The position peaked at $865K in Q3 2019. 573 funds tracked by Wall St. Rank hold WTRG as of Q2 2020.

Piedmont Investment Advisors reported no remaining Essential Utilities position as of Q2 2020 after selling out during the quarter.
Piedmont Investment Advisors sold 16,164 Essential Utilities shares in Q2 2020, an estimated $658K.
Piedmont Investment Advisors first reported a position in Essential Utilities in Q2 2013 and held it in 6 quarters.
Piedmont Investment Advisors's Essential Utilities position peaked at $865K in Q3 2019.
573 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.