River Wealth Advisors’s Essential Utilities WTRG Stock Holding History

River Wealth 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
2019 Q1	–	Sell	-4,000	Closed	-$137K	–	512
2018 Q4	$137K	Sell	4,000 -150	-4%	-$5.2K	0.06%	171
2018 Q3	$153K	Hold	4,150	–	–	0.06%	181
2018 Q2	$146K	Buy	+4,150	New	+$142K	0.06%	179

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

River Wealth Advisors's WTRG Position: Q1 2019 in Review

River Wealth Advisors sold out of Essential Utilities (WTRG) in Q1 2019, closing a stake of 4,000 shares — an estimated $137K sold.

River Wealth Advisors first reported a position in WTRG in Q2 2018 and held it in 3 quarters. The position peaked at $153K in Q3 2018. 537 funds tracked by Wall St. Rank hold WTRG as of Q1 2019.

River Wealth Advisors reported no remaining Essential Utilities position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 4,000 Essential Utilities shares in Q1 2019, an estimated $137K.
River Wealth Advisors first reported a position in Essential Utilities in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's Essential Utilities position peaked at $153K in Q3 2018.
537 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.