Telemus Capital’s Essential Utilities WTRG Stock Holding History

Telemus Capital’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	-4,600	Closed	-$201K	–	406
2020 Q1	$201K	Buy	4,600 +100	+2%	+$4.72K	0.02%	354
2019 Q4	$211K	Hold	4,500	–	–	0.02%	361
2019 Q3	$202K	Buy	+4,500	New	+$193K	0.02%	368
2018 Q1	–	Sell	-5,200	Closed	-$204K	–	570
2017 Q4	$204K	Buy	+5,200	New	+$190K	0.02%	404

Other funds holding WTRG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Telemus Capital's WTRG Position: Q2 2020 in Review

Telemus Capital sold out of Essential Utilities (WTRG) in Q2 2020, closing a stake of 4,600 shares — an estimated $201K sold.

Telemus Capital first reported a position in WTRG in Q4 2017 and held it in 4 quarters. The position peaked at $211K in Q4 2019. 573 funds tracked by Wall St. Rank hold WTRG as of Q2 2020.

Telemus Capital reported no remaining Essential Utilities position as of Q2 2020 after selling out during the quarter.
Telemus Capital sold 4,600 Essential Utilities shares in Q2 2020, an estimated $201K.
Telemus Capital first reported a position in Essential Utilities in Q4 2017 and held it in 4 quarters.
Telemus Capital's Essential Utilities position peaked at $211K in Q4 2019.
573 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2020.

Based on Telemus Capital's 13F filing for Q2 2020, filed 17 Jul 2020.