Shine Investment Advisory Services’s Essential Utilities WTRG Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$9K	Sell	231 -590	-72%	-$25.3K	﹤0.01%	573
2020 Q2	$35K	Sell	821 -335	-29%	-$14.1K	0.01%	364
2020 Q1	$47K	Hold	1,156	–	–	0.02%	277
2019 Q4	$54K	Hold	1,156	–	–	0.02%	306
2019 Q3	$52K	Hold	1,156	–	–	0.02%	297
2019 Q2	$48K	Hold	1,156	–	–	0.02%	312
2019 Q1	$42K	Hold	1,156	–	–	0.02%	338
2018 Q4	$40K	Hold	1,156	–	–	0.02%	318
2018 Q3	$43K	Hold	1,156	–	–	0.02%	323
2018 Q2	$41K	Hold	1,156	–	–	0.02%	347
2018 Q1	$39K	Hold	1,156	–	–	0.02%	351
2017 Q4	$45K	Hold	1,156	–	–	0.02%	329
2017 Q3	$38K	Buy	1,156 +925	+400%	+$31K	0.02%	347
2017 Q2	$8K	Buy	+231	New	+$7.57K	﹤0.01%	562

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 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

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

Shine Investment Advisory Services's WTRG Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Essential Utilities (WTRG) stake by 72% in Q3 2020, selling an estimated $25.3K and leaving 231 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Shine Investment Advisory Services first reported a position in WTRG in Q2 2017 and has held it in 14 quarters since. The position peaked at $54K in Q4 2019. 572 funds tracked by Wall St. Rank hold WTRG as of Q3 2020.

Shine Investment Advisory Services held 231 shares of Essential Utilities worth $9K as of Q3 2020.
Shine Investment Advisory Services sold 590 Essential Utilities shares in Q3 2020, an estimated $25.3K.
Essential Utilities made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #573 holding.
Shine Investment Advisory Services first reported a position in Essential Utilities in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Essential Utilities position peaked at $54K in Q4 2019.
572 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.