PCM
WTRU

Prelude Capital Management’s Essential Utilities, Inc.6.00% Tangible Equity Units WTRU Stock Holding History

Prelude Capital Management’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
2020
Q1 		– Sell
-512
Closed -$32K – 2302
2019
Q4 		$32K Hold
512
– – ﹤0.01% 1486
2019
Q3 		$31K Hold
512
– – ﹤0.01% 1314
2019
Q2 		$29K Buy
+512
New +$28.5K ﹤0.01% 1231

Other funds holding WTRU

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NI
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAM
Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Prelude Capital Management's WTRU Position: Q1 2020 in Review

Prelude Capital Management sold out of Essential Utilities, Inc.6.00% Tangible Equity Units (WTRU) in Q1 2020, closing a stake of 512 shares — an estimated $32K sold.

Prelude Capital Management first reported a position in WTRU in Q2 2019 and held it in 3 quarters. The position peaked at $32K in Q4 2019. 44 funds tracked by Wall St. Rank hold WTRU as of Q1 2020.

  • Prelude Capital Management reported no remaining Essential Utilities, Inc.6.00% Tangible Equity Units position as of Q1 2020 after selling out during the quarter.
  • Prelude Capital Management sold 512 Essential Utilities, Inc.6.00% Tangible Equity Units shares in Q1 2020, an estimated $32K.
  • Prelude Capital Management first reported a position in Essential Utilities, Inc.6.00% Tangible Equity Units in Q2 2019 and held it in 3 quarters.
  • Prelude Capital Management's Essential Utilities, Inc.6.00% Tangible Equity Units position peaked at $32K in Q4 2019.
  • 44 funds tracked by Wall St. Rank held Essential Utilities, Inc.6.00% Tangible Equity Units as of Q1 2020.

Based on Prelude Capital Management's 13F filing for Q1 2020, filed 15 May 2020.