Realta Investment Advisors’s Essential Utilities WTRG Stock Holding History

Realta Investment 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	-207	Closed	-$9K	–	1413
2019 Q4	$9K	Hold	207	–	–	﹤0.01%	1181
2019 Q3	$9K	Hold	207	–	–	﹤0.01%	1155
2019 Q2	$9K	Hold	207	–	–	﹤0.01%	1183
2019 Q1	$8K	Buy	+207	New	+$7.3K	﹤0.01%	976

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

Realta Investment Advisors's WTRG Position: Q1 2020 in Review

Realta Investment Advisors sold out of Essential Utilities (WTRG) in Q1 2020, closing a stake of 207 shares — an estimated $9K sold.

Realta Investment Advisors first reported a position in WTRG in Q1 2019 and held it in 4 quarters. The position peaked at $9K in Q4 2019. 578 funds tracked by Wall St. Rank hold WTRG as of Q1 2020.

Realta Investment Advisors reported no remaining Essential Utilities position as of Q1 2020 after selling out during the quarter.
Realta Investment Advisors sold 207 Essential Utilities shares in Q1 2020, an estimated $9K.
Realta Investment Advisors first reported a position in Essential Utilities in Q1 2019 and held it in 4 quarters.
Realta Investment Advisors's Essential Utilities position peaked at $9K in Q4 2019.
578 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.