TA
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Tiedemann Advisors’s Essential Utilities WTRG Stock Holding History

Tiedemann Advisors’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
Q1 		– Sell
-17,201
Closed -$807K – 326
2019
Q4 		$807K Buy
17,201
+191
+1% +$8.6K 0.04% 178
2019
Q3 		$762K Sell
17,010
-16,241
-49% -$697K 0.04% 195
2019
Q2 		$1.38M Sell
33,251
-10,253
-24% -$399K 0.07% 134
2019
Q1 		$1.58M Hold
43,504
– – 0.07% 158
2018
Q4 		$1.49M Buy
43,504
+12,000
+38% +$416K 0.08% 159
2018
Q3 		$1.16M Buy
+31,504
New +$1.17M 0.07% 157
2018
Q1 		– Sell
-26,824
Closed -$1.05M – 274
2017
Q4 		$1.05M Buy
26,824
+5,235
+24% +$191K 0.08% 116
2017
Q3 		$717K Buy
+21,589
New +$723K 0.06% 177

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $4.08B AUM 14.2% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return