SWM
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Sugarloaf Wealth Management’s Essential Utilities WTRG Stock Holding History

Sugarloaf Wealth Management’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
Q2 		– Sell
-189
Closed -$8K – 731
2020
Q1 		$8K Buy
189
+1
+0.5% +$47 ﹤0.01% 468
2019
Q4 		$9K Buy
+188
New +$8.47K ﹤0.01% 483

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZP
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
Norges Bank Oslo, Norway $935B AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sugarloaf Wealth Management's WTRG Position: Q2 2020 in Review

Sugarloaf Wealth Management sold out of Essential Utilities (WTRG) in Q2 2020, closing a stake of 189 shares — an estimated $8K sold.

Sugarloaf Wealth Management first reported a position in WTRG in Q4 2019 and held it in 2 quarters. The position peaked at $9K in Q4 2019. 572 funds tracked by Wall St. Rank hold WTRG as of Q2 2020.

  • Sugarloaf Wealth Management reported no remaining Essential Utilities position as of Q2 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 189 Essential Utilities shares in Q2 2020, an estimated $8K.
  • Sugarloaf Wealth Management first reported a position in Essential Utilities in Q4 2019 and held it in 2 quarters.
  • Sugarloaf Wealth Management's Essential Utilities position peaked at $9K in Q4 2019.
  • 572 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2020, filed 21 Jul 2020.