RAG
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Roof Advisory Group’s Essential Utilities WTRG Stock Holding History

Roof Advisory Group’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
Q2 		$241K Hold
5,827
– – 0.14% 31
2019
Q1 		$212K Buy
+5,827
New +$205K 0.14% 32
2018
Q4 		– Sell
-12,922
Closed -$477K – 44
2018
Q3 		$477K Hold
12,922
– – 0.26% 32
2018
Q2 		$455K Sell
12,922
-13,691
-51% -$469K 0.25% 32
2018
Q1 		$906K Buy
+26,613
New +$927K 0.46% 29

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
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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 $653B AUM 32.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return