PAMP
WTRU

Polar Asset Management Partners’s Essential Utilities, Inc.6.00% Tangible Equity Units WTRU Stock Holding History

Polar Asset Management Partners’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
2019
Q4 		– Sell
-500,000
Closed -$30.2M – 513
2019
Q3 		$30.2M Hold
500,000
– – 0.54% 31
2019
Q2 		$28.6M Buy
+500,000
New +$27.8M 0.53% 31

Other funds holding WTRU

NI
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Polar Asset Management Partners's WTRU Position: Q4 2019 in Review

Polar Asset Management Partners sold out of Essential Utilities, Inc.6.00% Tangible Equity Units (WTRU) in Q4 2019, closing a stake of 500,000 shares — an estimated $30.2M sold.

Polar Asset Management Partners first reported a position in WTRU in Q2 2019 and held it in 2 quarters. The position peaked at $30.2M in Q3 2019. 49 funds tracked by Wall St. Rank hold WTRU as of Q4 2019.

  • Polar Asset Management Partners reported no remaining Essential Utilities, Inc.6.00% Tangible Equity Units position as of Q4 2019 after selling out during the quarter.
  • Polar Asset Management Partners sold 500,000 Essential Utilities, Inc.6.00% Tangible Equity Units shares in Q4 2019, an estimated $30.2M.
  • Polar Asset Management Partners first reported a position in Essential Utilities, Inc.6.00% Tangible Equity Units in Q2 2019 and held it in 2 quarters.
  • Polar Asset Management Partners's Essential Utilities, Inc.6.00% Tangible Equity Units position peaked at $30.2M in Q3 2019.
  • 49 funds tracked by Wall St. Rank held Essential Utilities, Inc.6.00% Tangible Equity Units as of Q4 2019.

Based on Polar Asset Management Partners's 13F filing for Q4 2019, filed 14 Feb 2020.