SWS Partners’s Essential Utilities WTRG Stock Holding History

SWS Partners’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
2018 Q2	–	Sell	-67	Closed	-$2K	–	320
2018 Q1	$2K	Hold	67	–	–	﹤0.01%	357
2017 Q4	$3K	Buy	+67	New	+$2.44K	﹤0.01%	355

Other funds holding WTRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IAMU

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SWS Partners's WTRG Position: Q2 2018 in Review

SWS Partners sold out of Essential Utilities (WTRG) in Q2 2018, closing a stake of 67 shares — an estimated $2K sold.

SWS Partners first reported a position in WTRG in Q4 2017 and held it in 2 quarters. The position peaked at $3K in Q4 2017. 490 funds tracked by Wall St. Rank hold WTRG as of Q2 2018.

SWS Partners reported no remaining Essential Utilities position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 67 Essential Utilities shares in Q2 2018, an estimated $2K.
SWS Partners first reported a position in Essential Utilities in Q4 2017 and held it in 2 quarters.
SWS Partners's Essential Utilities position peaked at $3K in Q4 2017.
490 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.