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Stifel Nicolaus & Co’s Essential Utilities WTRG Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$426K Buy
17,236
+136
+0.8% +$3.47K 0.01% 974
2013
Q2 		$428K Buy
+17,100
New +$434K 0.01% 915

Other funds holding WTRG

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Stifel Nicolaus & Co's WTRG Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its Essential Utilities (WTRG) stake by 0.8% in Q3 2013, buying an estimated $3.47K and bringing the position to 17,236 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #974.

Stifel Nicolaus & Co first reported a position in WTRG in Q2 2013 and has held it in 2 quarters since. The position peaked at $428K in Q2 2013. 323 funds tracked by Wall St. Rank hold WTRG as of Q3 2013.

  • Stifel Nicolaus & Co held 17,236 shares of Essential Utilities worth $426K as of Q3 2013.
  • Stifel Nicolaus & Co bought 136 Essential Utilities shares in Q3 2013, an estimated $3.47K.
  • Essential Utilities made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #974 holding.
  • Stifel Nicolaus & Co first reported a position in Essential Utilities in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's Essential Utilities position peaked at $428K in Q2 2013.
  • 323 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.