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Principle Wealth Partners’s Essential Utilities WTRG Stock Holding History

Principle Wealth 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
2020
Q3 		– Sell
-250
Closed -$11K – 437
2020
Q2 		$11K Buy
+250
New +$10.6K ﹤0.01% 402

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Principle Wealth Partners's WTRG Position: Q3 2020 in Review

Principle Wealth Partners sold out of Essential Utilities (WTRG) in Q3 2020, closing a stake of 250 shares — an estimated $11K sold.

Principle Wealth Partners first reported a position in WTRG in Q2 2020 and held it in 1 quarter. The position peaked at $11K in Q2 2020. 571 funds tracked by Wall St. Rank hold WTRG as of Q3 2020.

  • Principle Wealth Partners reported no remaining Essential Utilities position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 250 Essential Utilities shares in Q3 2020, an estimated $11K.
  • Principle Wealth Partners first reported a position in Essential Utilities in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's Essential Utilities position peaked at $11K in Q2 2020.
  • 571 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.