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Regal Investment Advisors’s Essential Utilities WTRG Stock Holding History

Regal 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
2015
Q4 		– Sell
-375
Closed -$9K – 885
2015
Q3 		$9K Hold
375
– – ﹤0.01% 723
2015
Q2 		$9K Hold
375
– – ﹤0.01% 678
2015
Q1 		$10K Buy
+375
New +$9.98K ﹤0.01% 697
2014
Q4 		– Sell
-706
Closed -$17K – 1010
2014
Q3 		$17K Buy
706
+300
+74% +$7.33K 0.01% 592
2014
Q2 		$11K Hold
406
– – ﹤0.01% 659
2014
Q1 		$10K Hold
406
– – ﹤0.01% 647
2013
Q4 		$10K Hold
406
– – 0.01% 597
2013
Q3 		$10K Hold
406
– – 0.01% 607
2013
Q2 		$10K Buy
+406
New +$10.3K 0.01% 595

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return

Regal Investment Advisors's WTRG Position: Q4 2015 in Review

Regal Investment Advisors sold out of Essential Utilities (WTRG) in Q4 2015, closing a stake of 375 shares — an estimated $9K sold.

Regal Investment Advisors first reported a position in WTRG in Q2 2013 and held it in 9 quarters. The position peaked at $17K in Q3 2014. 373 funds tracked by Wall St. Rank hold WTRG as of Q4 2015.

  • Regal Investment Advisors reported no remaining Essential Utilities position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 375 Essential Utilities shares in Q4 2015, an estimated $9K.
  • Regal Investment Advisors first reported a position in Essential Utilities in Q2 2013 and held it in 9 quarters.
  • Regal Investment Advisors's Essential Utilities position peaked at $17K in Q3 2014.
  • 373 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.