Proficio Capital Partners’s Essential Utilities WTRG Stock Holding History

Proficio Capital 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
2019 Q3	–	Sell	-1,356	Closed	-$56K	–	1563
2019 Q2	$56K	Hold	1,356	–	–	0.02%	333
2019 Q1	$49K	Hold	1,356	–	–	0.02%	354
2018 Q4	$46K	Hold	1,356	–	–	0.02%	314
2018 Q3	$50K	Hold	1,356	–	–	0.02%	357
2018 Q2	$48K	Hold	1,356	–	–	0.02%	370
2018 Q1	$46K	Hold	1,356	–	–	0.01%	366
2017 Q4	$53K	Hold	1,356	–	–	0.02%	334
2017 Q3	$45K	Hold	1,356	–	–	0.02%	408
2017 Q2	$46K	Hold	1,356	–	–	0.02%	399
2017 Q1	$44K	Buy	1,356 +946	+231%	+$29.1K	0.02%	416
2016 Q4	$12K	Buy	410 +152	+59%	+$4.53K	0.01%	572
2016 Q3	$8K	Buy	258 +197	+323%	+$6.39K	﹤0.01%	637
2016 Q2	$2K	Buy	61 +46	+307%	+$1.5K	﹤0.01%	847
2016 Q1	$0	Buy	+15	New	+$464	﹤0.01%	1178

Other funds holding WTRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1T AUM

BPSG

Brookfield Public Securities Group New York $6.17B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Proficio Capital Partners's WTRG Position: Q3 2019 in Review

Proficio Capital Partners sold out of Essential Utilities (WTRG) in Q3 2019, closing a stake of 1,356 shares — an estimated $56K sold.

Proficio Capital Partners first reported a position in WTRG in Q1 2016 and held it in 14 quarters. The position peaked at $56K in Q2 2019. 576 funds tracked by Wall St. Rank hold WTRG as of Q3 2019.

Proficio Capital Partners reported no remaining Essential Utilities position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 1,356 Essential Utilities shares in Q3 2019, an estimated $56K.
Proficio Capital Partners first reported a position in Essential Utilities in Q1 2016 and held it in 14 quarters.
Proficio Capital Partners's Essential Utilities position peaked at $56K in Q2 2019.
576 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.