Rational Advisors’s Essential Utilities WTRG Stock Holding History

Rational 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 Q1	–	Sell	-490	Closed	-$23K	–	526
2019 Q4	$23K	Sell	490 -10	-2%	-$450	0.01%	407
2019 Q3	$22K	Sell	500 -400	-44%	-$17.2K	0.01%	449
2019 Q2	$37K	Hold	900	–	–	0.01%	374
2019 Q1	$33K	Sell	900 -35,500	-98%	-$1.25M	0.01%	352
2018 Q4	$1.25M	Buy	+36,400	New	+$1.26M	0.39%	61
2015 Q3	$642K	Sell	24,250 -10,000	-29%	-$256K	0.26%	120
2015 Q2	$839K	Buy	+34,250	New	+$898K	0.27%	109
2013 Q4	$85K	Sell	3,594 -330	-8%	-$8.04K	0.01%	648
2013 Q3	$97K	Sell	3,924 -126	-3%	-$3.21K	0.01%	666
2013 Q2	$101K	Buy	+4,050	New	+$103K	0.01%	644

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Rational Advisors's WTRG Position: Q1 2020 in Review

Rational Advisors sold out of Essential Utilities (WTRG) in Q1 2020, closing a stake of 490 shares — an estimated $23K sold.

Rational Advisors first reported a position in WTRG in Q2 2013 and held it in 10 quarters. The position peaked at $1.25M in Q4 2018. 579 funds tracked by Wall St. Rank hold WTRG as of Q1 2020.

Rational Advisors reported no remaining Essential Utilities position as of Q1 2020 after selling out during the quarter.
Rational Advisors sold 490 Essential Utilities shares in Q1 2020, an estimated $23K.
Rational Advisors first reported a position in Essential Utilities in Q2 2013 and held it in 10 quarters.
Rational Advisors's Essential Utilities position peaked at $1.25M in Q4 2018.
579 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2020.

Based on Rational Advisors's 13F filing for Q1 2020, filed 12 May 2020.