Tuttle Capital Management’s Essential Utilities WTRG Stock Holding History

Tuttle Capital Management’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 Q4	–	Sell	-6,464	Closed	-$260K	–	261
2020 Q3	$260K	Buy	+6,464	New	+$278K	0.18%	103
2016 Q4	–	Sell	-5,772	Closed	-$176K	–	90
2016 Q3	$176K	Buy	5,772 +36	+0.6%	+$1.17K	0.13%	46
2016 Q2	$197K	Buy	5,736 +31	+0.5%	+$1.01K	0.18%	34
2016 Q1	$187K	Buy	5,705 +33	+0.6%	+$1.02K	0.34%	27
2015 Q4	$169K	Buy	5,672 +34	+0.6%	+$979	0.12%	23
2015 Q3	$149K	Buy	+5,638	New	+$144K	0.11%	20

Other funds holding WTRG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 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 $935B AUM

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Tuttle Capital Management's WTRG Position: Q4 2020 in Review

Tuttle Capital Management sold out of Essential Utilities (WTRG) in Q4 2020, closing a stake of 6,464 shares — an estimated $260K sold.

Tuttle Capital Management first reported a position in WTRG in Q3 2015 and held it in 6 quarters. The position peaked at $260K in Q3 2020. 597 funds tracked by Wall St. Rank hold WTRG as of Q4 2020.

Tuttle Capital Management reported no remaining Essential Utilities position as of Q4 2020 after selling out during the quarter.
Tuttle Capital Management sold 6,464 Essential Utilities shares in Q4 2020, an estimated $260K.
Tuttle Capital Management first reported a position in Essential Utilities in Q3 2015 and held it in 6 quarters.
Tuttle Capital Management's Essential Utilities position peaked at $260K in Q3 2020.
597 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2020.

Based on Tuttle Capital Management's 13F filing for Q4 2020, filed 20 Jan 2021.