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Tobias Financial Advisors’s Essential Utilities WTRG Stock Holding History

Tobias Financial 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
-626
Closed -$29K – 298
2019
Q4 		$29K Buy
+626
New +$28.2K 0.02% 123

Other funds holding WTRG

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $4.15B AUM 14.2% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B 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

Tobias Financial Advisors's WTRG Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Essential Utilities (WTRG) in Q1 2020, closing a stake of 626 shares — an estimated $29K sold.

Tobias Financial Advisors first reported a position in WTRG in Q4 2019 and held it in 1 quarter. The position peaked at $29K in Q4 2019. 578 funds tracked by Wall St. Rank hold WTRG as of Q1 2020.

  • Tobias Financial Advisors reported no remaining Essential Utilities position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 626 Essential Utilities shares in Q1 2020, an estimated $29K.
  • Tobias Financial Advisors first reported a position in Essential Utilities in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's Essential Utilities position peaked at $29K in Q4 2019.
  • 578 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.