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Spectrum Management Group’s Essential Utilities WTRG Stock Holding History

Spectrum Management 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
2017
Q4 		– Sell
-1,250
Closed -$41K – 425
2017
Q3 		$41K Buy
+1,250
New +$41.9K 0.01% 179

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Spectrum Management Group's WTRG Position: Q4 2017 in Review

Spectrum Management Group sold out of Essential Utilities (WTRG) in Q4 2017, closing a stake of 1,250 shares — an estimated $41K sold.

Spectrum Management Group first reported a position in WTRG in Q3 2017 and held it in 1 quarter. The position peaked at $41K in Q3 2017. 486 funds tracked by Wall St. Rank hold WTRG as of Q4 2017.

  • Spectrum Management Group reported no remaining Essential Utilities position as of Q4 2017 after selling out during the quarter.
  • Spectrum Management Group sold 1,250 Essential Utilities shares in Q4 2017, an estimated $41K.
  • Spectrum Management Group first reported a position in Essential Utilities in Q3 2017 and held it in 1 quarter.
  • Spectrum Management Group's Essential Utilities position peaked at $41K in Q3 2017.
  • 486 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2017.

Based on Spectrum Management Group's 13F filing for Q4 2017, filed 7 Feb 2018.