SevenBridge Financial Group’s Essential Utilities WTRG Stock Holding History

SevenBridge Financial 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 Q3	–	Sell	-1,137	Closed	-$47K	–	578
2019 Q2	$47K	Buy	1,137 +187	+20%	+$7.28K	0.02%	295
2019 Q1	$35K	Hold	950	–	–	0.01%	283
2018 Q4	$32K	Hold	950	–	–	0.02%	249
2018 Q3	$35K	Hold	950	–	–	0.02%	273
2018 Q2	$33K	Hold	950	–	–	0.02%	291
2018 Q1	$32K	Hold	950	–	–	0.02%	302
2017 Q4	$37K	Hold	950	–	–	0.02%	298
2017 Q3	$32K	Hold	950	–	–	0.02%	312
2017 Q2	$32K	Hold	950	–	–	0.02%	327
2017 Q1	$31K	Hold	950	–	–	0.02%	318
2016 Q4	$28K	Hold	950	–	–	0.02%	318
2016 Q3	$28K	Hold	950	–	–	0.02%	317
2016 Q2	$34K	Buy	+950	New	+$30.9K	0.02%	331

Other funds holding WTRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1T AUM

BPSG

Brookfield Public Securities Group New York $6.17B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

SevenBridge Financial Group's WTRG Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Essential Utilities (WTRG) in Q3 2019, closing a stake of 1,137 shares — an estimated $47K sold.

SevenBridge Financial Group first reported a position in WTRG in Q2 2016 and held it in 13 quarters. The position peaked at $47K in Q2 2019. 576 funds tracked by Wall St. Rank hold WTRG as of Q3 2019.

SevenBridge Financial Group reported no remaining Essential Utilities position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 1,137 Essential Utilities shares in Q3 2019, an estimated $47K.
SevenBridge Financial Group first reported a position in Essential Utilities in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's Essential Utilities position peaked at $47K in Q2 2019.
576 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.