Stifel Trust’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q2
Sell
-1,156
Closed -$29K 453
2014
Q1
$29K Hold
1,156
0.01% 323
2013
Q4
$28K Hold
1,156
0.01% 321
2013
Q3
$29K Hold
1,156
0.01% 320
2013
Q2
$29K Buy
+1,156
New +$29K 0.01% 308