Pratt Collard Advisory Partners’s Essential Utilities WTRG Stock Holding History

Pratt Collard Advisory Partners’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
2021 Q2	$445K	Sell	9,732 -75	-0.8%	-$3.52K	0.3%	69
2021 Q1	$439K	Hold	9,807	–	–	0.31%	69
2020 Q4	$464K	Sell	9,807 -625	-6%	-$27.8K	0.34%	65
2020 Q3	$420K	Buy	10,432 +625	+6%	+$26.8K	0.34%	66
2020 Q2	$414K	Sell	9,807 -575	-6%	-$24.3K	0.37%	65
2020 Q1	$423K	Sell	10,382 -347	-3%	-$16.4K	0.43%	63
2019 Q4	$504K	Sell	10,729 -550	-5%	-$24.8K	0.38%	64
2019 Q3	$506K	Hold	11,279	–	–	0.4%	63
2019 Q2	$467K	Sell	11,279 -200	-2%	-$7.78K	0.37%	65
2019 Q1	$418K	Hold	11,479	–	–	0.33%	70
2018 Q4	$392K	Sell	11,479 -408	-3%	-$14.1K	0.36%	71
2018 Q3	$439K	Sell	11,887 -100	-0.8%	-$3.7K	0.35%	73
2018 Q2	$422K	Sell	11,987 -400	-3%	-$13.7K	0.36%	76
2018 Q1	$422K	Sell	12,387 -625	-5%	-$21.8K	0.37%	74
2017 Q4	$510K	Buy	+13,012	New	+$475K	0.42%	64

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

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

Pratt Collard Advisory Partners's WTRG Position: Q2 2021 in Review

Pratt Collard Advisory Partners reduced its Essential Utilities (WTRG) stake by 0.76% in Q2 2021, selling an estimated $3.52K and leaving 9,732 shares worth $445K. The position accounts for 0.3% of the portfolio, ranked #69.

Pratt Collard Advisory Partners first reported a position in WTRG in Q4 2017 and has held it in 15 quarters since. The position peaked at $510K in Q4 2017. 589 funds tracked by Wall St. Rank hold WTRG as of Q2 2021.

Pratt Collard Advisory Partners held 9,732 shares of Essential Utilities worth $445K as of Q2 2021.
Pratt Collard Advisory Partners sold 75 Essential Utilities shares in Q2 2021, an estimated $3.52K.
Essential Utilities made up 0.3% of Pratt Collard Advisory Partners's portfolio in Q2 2021, its #69 holding.
Pratt Collard Advisory Partners first reported a position in Essential Utilities in Q4 2017 and has held it in 15 quarters since.
Pratt Collard Advisory Partners's Essential Utilities position peaked at $510K in Q4 2017.
589 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2021.

Based on Pratt Collard Advisory Partners's 13F filing for Q2 2021, filed 14 Jul 2021.