Stanford Investment Group’s Essential Utilities WTRG Stock Holding History

Stanford Investment 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 Q1	–	Sell	-375	Closed	-$11K	–	308
2016 Q4	$11K	Hold	375	–	–	0.01%	301
2016 Q3	$11K	Hold	375	–	–	0.01%	314
2016 Q2	$13K	Hold	375	–	–	0.01%	285
2016 Q1	$12K	Hold	375	–	–	0.01%	284
2015 Q4	$11K	Hold	375	–	–	0.01%	261
2015 Q3	$10K	Hold	375	–	–	0.01%	277
2015 Q2	$9K	Hold	375	–	–	0.01%	294
2015 Q1	$10K	Hold	375	–	–	0.01%	289
2014 Q4	$10K	Buy	+375	New	+$9.64K	0.01%	288

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IAMU

Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Stanford Investment Group's WTRG Position: Q1 2017 in Review

Stanford Investment Group sold out of Essential Utilities (WTRG) in Q1 2017, closing a stake of 375 shares — an estimated $11K sold.

Stanford Investment Group first reported a position in WTRG in Q4 2014 and held it in 9 quarters. The position peaked at $13K in Q2 2016. 426 funds tracked by Wall St. Rank hold WTRG as of Q1 2017.

Stanford Investment Group reported no remaining Essential Utilities position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 375 Essential Utilities shares in Q1 2017, an estimated $11K.
Stanford Investment Group first reported a position in Essential Utilities in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's Essential Utilities position peaked at $13K in Q2 2016.
426 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.