Tyers Asset Management’s Essential Utilities WTRG Stock Holding History

Tyers Asset 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
2019 Q3	$1.97M	Sell	43,848 -11,648	-21%	-$500K	0.07%	226
2019 Q2	$2.3M	Buy	55,496 +25,340	+84%	+$986K	0.08%	212
2019 Q1	$1.1M	Hold	30,156	–	–	0.04%	293
2018 Q4	$1.03M	Buy	30,156 +3,080	+11%	+$107K	0.04%	275
2018 Q3	$999K	Buy	27,076 +3,780	+16%	+$140K	0.03%	306
2018 Q2	$819K	Buy	23,296 +1,204	+5%	+$41.2K	0.03%	323
2018 Q1	$752K	Hold	22,092	–	–	0.03%	314
2017 Q4	$867K	Buy	22,092 +3,696	+20%	+$135K	0.03%	304
2017 Q3	$611K	Buy	18,396 +1,764	+11%	+$59.1K	0.02%	352
2017 Q2	$554K	Buy	16,632 +6,160	+59%	+$202K	0.02%	381
2017 Q1	$337K	Sell	10,472 -784	-7%	-$24.1K	0.01%	461
2016 Q4	$338K	Buy	+11,256	New	+$336K	0.01%	415

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

BPSG

Brookfield Public Securities Group New York $6.17B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Tyers Asset Management's WTRG Position: Q3 2019 in Review

Tyers Asset Management reduced its Essential Utilities (WTRG) stake by 21% in Q3 2019, selling an estimated $500K and leaving 43,848 shares worth $1.97M. The position accounts for 0.07% of the portfolio, ranked #226.

Tyers Asset Management first reported a position in WTRG in Q4 2016 and has held it in 12 quarters since. The position peaked at $2.3M in Q2 2019. 576 funds tracked by Wall St. Rank hold WTRG as of Q3 2019.

Tyers Asset Management held 43,848 shares of Essential Utilities worth $1.97M as of Q3 2019.
Tyers Asset Management sold 11,648 Essential Utilities shares in Q3 2019, an estimated $500K.
Essential Utilities made up 0.07% of Tyers Asset Management's portfolio in Q3 2019, its #226 holding.
Tyers Asset Management first reported a position in Essential Utilities in Q4 2016 and has held it in 12 quarters since.
Tyers Asset Management's Essential Utilities position peaked at $2.3M in Q2 2019.
576 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2019.

Based on Tyers Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.