Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
RHJA
Rice Hall James & Associates’s
Essential Utilities
WTRG
Stock Holding History
Rice Hall James & Associates’s Portfolio
WTRG Stock Details
WTRG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2015
Q2
–
Sell
-19,875
Closed
-$524K
–
329
2015
Q1
$524K
Hold
19,875
–
–
0.03%
273
2014
Q4
$531K
Sell
19,875
-337
-2%
-$8.66K
0.03%
268
2014
Q3
$476K
Hold
20,212
–
–
0.03%
265
2014
Q2
$530K
Hold
20,212
–
–
0.04%
265
2014
Q1
$507K
Hold
20,212
–
–
0.04%
263
2013
Q4
$477K
Hold
20,212
–
–
0.03%
257
2013
Q3
$500K
Sell
20,212
-1
-0%
-$26
0.05%
224
2013
Q2
$506K
Buy
+20,213
New
+$513K
0.05%
224
Other funds holding WTRG
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
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
PAMU
Pictet Asset Management (UK)
London, United Kingdom
$91.8B AUM
47.77%
1-Year Est. Return
BIT
BlackRock Institutional Trust
San Francisco, California
$675B AUM
16.07%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
IAMU
Impax Asset Management (UK)
London, United Kingdom
$4.12B AUM
10.79%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close