RA
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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 – 527
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 0.27% 120
2015
Q2 		$839K Buy
+34,250
New +$898K 0.28% 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return