Raab & Moskowitz Asset Management’s Essential Utilities WTRG Stock Holding History

Raab & Moskowitz Asset 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
2020 Q1	–	Sell	-1,012	Closed	-$47K	–	516
2019 Q4	$47K	Buy	+1,012	New	+$45.6K	0.02%	262
2018 Q4	–	Sell	-250	Closed	-$9K	–	503
2018 Q3	$9K	Buy	+250	New	+$9.25K	﹤0.01%	424
2015 Q1	–	Sell	-250	Closed	-$7K	–	375
2014 Q4	$7K	Buy	+250	New	+$6.42K	﹤0.01%	376

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

Zimmer Partners New York $4.15B AUM 14.2% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Raab & Moskowitz Asset Management's WTRG Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of Essential Utilities (WTRG) in Q1 2020, closing a stake of 1,012 shares — an estimated $47K sold.

Raab & Moskowitz Asset Management first reported a position in WTRG in Q4 2014 and held it in 3 quarters. The position peaked at $47K in Q4 2019. 578 funds tracked by Wall St. Rank hold WTRG as of Q1 2020.

Raab & Moskowitz Asset Management reported no remaining Essential Utilities position as of Q1 2020 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 1,012 Essential Utilities shares in Q1 2020, an estimated $47K.
Raab & Moskowitz Asset Management first reported a position in Essential Utilities in Q4 2014 and held it in 3 quarters.
Raab & Moskowitz Asset Management's Essential Utilities position peaked at $47K in Q4 2019.
578 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.