Tortoise Capital Advisors’s Essential Utilities, Inc.6.00% Tangible Equity Units WTRU Stock Holding History

Tortoise Capital Advisors’s Portfolio WTRU Stock Details WTRU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-101,433	Closed	-$6.21M	–	158
2022 Q1	$6.21M	Buy	101,433 +226	+0.2%	+$13.1K	0.08%	61
2021 Q4	$6.6M	Hold	101,207	–	–	0.1%	58
2021 Q3	$5.81M	Buy	101,207 +466	+0.5%	+$27.9K	0.09%	61
2021 Q2	$5.76M	Sell	100,741 -2,466	-2%	-$145K	0.09%	53
2021 Q1	$5.9M	Buy	103,207 +60,059	+139%	+$3.49M	0.1%	53
2020 Q4	$2.68M	Hold	43,148	–	–	0.05%	52
2020 Q3	$2.31M	Hold	43,148	–	–	0.05%	58
2020 Q2	$2.44M	Hold	43,148	–	–	0.04%	47
2020 Q1	$2.31M	Sell	43,148 -6,852	-14%	-$425K	0.04%	60
2019 Q4	$3.12M	Buy	+50,000	New	+$3.02M	0.02%	69

Tortoise Capital Advisors's WTRU Position: Q2 2022 in Review

Tortoise Capital Advisors sold out of Essential Utilities, Inc.6.00% Tangible Equity Units (WTRU) in Q2 2022, closing a stake of 101,433 shares — an estimated $6.21M sold.

Tortoise Capital Advisors first reported a position in WTRU in Q4 2019 and held it in 10 quarters. The position peaked at $6.6M in Q4 2021. 0 funds tracked by Wall St. Rank hold WTRU as of Q2 2022.

Tortoise Capital Advisors reported no remaining Essential Utilities, Inc.6.00% Tangible Equity Units position as of Q2 2022 after selling out during the quarter.
Tortoise Capital Advisors sold 101,433 Essential Utilities, Inc.6.00% Tangible Equity Units shares in Q2 2022, an estimated $6.21M.
Tortoise Capital Advisors first reported a position in Essential Utilities, Inc.6.00% Tangible Equity Units in Q4 2019 and held it in 10 quarters.
Tortoise Capital Advisors's Essential Utilities, Inc.6.00% Tangible Equity Units position peaked at $6.6M in Q4 2021.
0 funds tracked by Wall St. Rank held Essential Utilities, Inc.6.00% Tangible Equity Units as of Q2 2022.

Based on Tortoise Capital Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.