RWP
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RWA Wealth Partners’s Essential Utilities WTRG Stock Holding History

RWA Wealth Partners’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
2018
Q3 		– Sell
-1,752
Closed -$62K – 702
2018
Q2 		$62K Buy
1,752
+95
+6% +$3.25K 0.01% 375
2018
Q1 		$56K Buy
+1,657
New +$57.7K 0.01% 325

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

RWA Wealth Partners's WTRG Position: Q3 2018 in Review

RWA Wealth Partners sold out of Essential Utilities (WTRG) in Q3 2018, closing a stake of 1,752 shares — an estimated $62K sold.

RWA Wealth Partners first reported a position in WTRG in Q1 2018 and held it in 2 quarters. The position peaked at $62K in Q2 2018. 506 funds tracked by Wall St. Rank hold WTRG as of Q3 2018.

  • RWA Wealth Partners reported no remaining Essential Utilities position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 1,752 Essential Utilities shares in Q3 2018, an estimated $62K.
  • RWA Wealth Partners first reported a position in Essential Utilities in Q1 2018 and held it in 2 quarters.
  • RWA Wealth Partners's Essential Utilities position peaked at $62K in Q2 2018.
  • 506 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.