PRW Wealth Management’s Essential Utilities WTRG Stock Holding History

PRW Wealth Management’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 Q2	–	Sell	-126	Closed	-$5K	–	681
2019 Q1	$5K	Hold	126	–	–	﹤0.01%	391
2018 Q4	$4K	Buy	+126	New	+$4.37K	0.01%	434

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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 $935B AUM

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

PRW Wealth Management's WTRG Position: Q2 2019 in Review

PRW Wealth Management sold out of Essential Utilities (WTRG) in Q2 2019, closing a stake of 126 shares — an estimated $5K sold.

PRW Wealth Management first reported a position in WTRG in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 544 funds tracked by Wall St. Rank hold WTRG as of Q2 2019.

PRW Wealth Management reported no remaining Essential Utilities position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 126 Essential Utilities shares in Q2 2019, an estimated $5K.
PRW Wealth Management first reported a position in Essential Utilities in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Essential Utilities position peaked at $5K in Q1 2019.
544 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.