Ruggie Capital Group’s Essential Utilities WTRG Stock Holding History

Ruggie Capital 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 Q1	–	Sell	-751	Closed	-$26K	–	480
2018 Q4	$26K	Buy	+751	New	+$26K	0.01%	233

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

Ruggie Capital Group's WTRG Position: Q1 2019 in Review

Ruggie Capital Group sold out of Essential Utilities (WTRG) in Q1 2019, closing a stake of 751 shares — an estimated $26K sold.

Ruggie Capital Group first reported a position in WTRG in Q4 2018 and held it in 1 quarter. The position peaked at $26K in Q4 2018. 537 funds tracked by Wall St. Rank hold WTRG as of Q1 2019.

Ruggie Capital Group reported no remaining Essential Utilities position as of Q1 2019 after selling out during the quarter.
Ruggie Capital Group sold 751 Essential Utilities shares in Q1 2019, an estimated $26K.
Ruggie Capital Group first reported a position in Essential Utilities in Q4 2018 and held it in 1 quarter.
Ruggie Capital Group's Essential Utilities position peaked at $26K in Q4 2018.
537 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.