Ranch Capital Advisors’s Essential Utilities WTRG Stock Holding History

Ranch Capital Advisors’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	-14,222	Closed	-$679K	–	944
2020 Q2	$679K	Buy	14,222 +1,241	+10%	+$52.4K	0.53%	51
2020 Q1	$528K	Sell	12,981 -253	-2%	-$11.9K	0.52%	56
2019 Q4	$621K	Buy	13,234 +2,086	+19%	+$93.9K	0.5%	52
2019 Q3	$500K	Buy	+11,148	New	+$479K	0.54%	61

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ranch Capital Advisors's WTRG Position: Q3 2020 in Review

Ranch Capital Advisors sold out of Essential Utilities (WTRG) in Q3 2020, closing a stake of 14,222 shares — an estimated $679K sold.

Ranch Capital Advisors first reported a position in WTRG in Q3 2019 and held it in 4 quarters. The position peaked at $679K in Q2 2020. 572 funds tracked by Wall St. Rank hold WTRG as of Q3 2020.

Ranch Capital Advisors reported no remaining Essential Utilities position as of Q3 2020 after selling out during the quarter.
Ranch Capital Advisors sold 14,222 Essential Utilities shares in Q3 2020, an estimated $679K.
Ranch Capital Advisors first reported a position in Essential Utilities in Q3 2019 and held it in 4 quarters.
Ranch Capital Advisors's Essential Utilities position peaked at $679K in Q2 2020.
572 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2020.

Based on Ranch Capital Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.