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 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 $3.38T AUM 44.17% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Tiedemann Advisors's WTRG Position: Q1 2020 in Review

Tiedemann Advisors sold out of Essential Utilities (WTRG) in Q1 2020, closing a stake of 17,201 shares — an estimated $807K sold.

Tiedemann Advisors first reported a position in WTRG in Q3 2017 and held it in 8 quarters. The position peaked at $1.58M in Q1 2019. 579 funds tracked by Wall St. Rank hold WTRG as of Q1 2020.

Tiedemann Advisors reported no remaining Essential Utilities position as of Q1 2020 after selling out during the quarter.
Tiedemann Advisors sold 17,201 Essential Utilities shares in Q1 2020, an estimated $807K.
Tiedemann Advisors first reported a position in Essential Utilities in Q3 2017 and held it in 8 quarters.
Tiedemann Advisors's Essential Utilities position peaked at $1.58M in Q1 2019.
579 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2020.

Based on Tiedemann Advisors's 13F filing for Q1 2020, filed 7 May 2020.