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Susquehanna Trust & Investment’s Essential Utilities WTRG Stock Holding History

Susquehanna Trust & Investment’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
2015
Q2 		$206K Hold
8,395
– – 0.05% 103
2015
Q1 		$221K Buy
+8,395
New +$223K 0.05% 98
2013
Q3 		– Sell
-8,084
Closed -$203K – 95
2013
Q2 		$203K Buy
+8,084
New +$205K 0.05% 82

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return

Susquehanna Trust & Investment's WTRG Position: Q2 2015 in Review

Susquehanna Trust & Investment held its Essential Utilities (WTRG) position steady in Q2 2015 at 8,395 shares worth $206K. The position accounts for 0.05% of the portfolio, ranked #103.

Susquehanna Trust & Investment first reported a position in WTRG in Q2 2013 and has held it in 3 quarters since. The position peaked at $221K in Q1 2015. 348 funds tracked by Wall St. Rank hold WTRG as of Q2 2015.

  • Susquehanna Trust & Investment held 8,395 shares of Essential Utilities worth $206K as of Q2 2015.
  • Susquehanna Trust & Investment left its Essential Utilities share count unchanged in Q2 2015.
  • Essential Utilities made up 0.05% of Susquehanna Trust & Investment's portfolio in Q2 2015, its #103 holding.
  • Susquehanna Trust & Investment first reported a position in Essential Utilities in Q2 2013 and has held it in 3 quarters since.
  • Susquehanna Trust & Investment's Essential Utilities position peaked at $221K in Q1 2015.
  • 348 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2015.

Based on Susquehanna Trust & Investment's 13F filing for Q2 2015, filed 24 Jul 2015.