Vantage Investment Advisors’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
$37K Hold
1,000
0.01% 332
2018
Q2
$35K Hold
1,000
0.01% 324
2018
Q1
$34K Hold
1,000
0.01% 339
2017
Q4
$39K Hold
1,000
0.01% 338
2017
Q3
$33K Hold
1,000
0.01% 347
2017
Q2
$33K Hold
1,000
0.01% 336
2017
Q1
$32K Hold
1,000
0.01% 324
2016
Q4
$30K Hold
1,000
0.01% 339
2016
Q3
$30K Hold
1,000
0.01% 324
2016
Q2
$36K Buy
+1,000
New +$32.6K 0.02% 309

Other funds holding WTRG

Vantage Investment Advisors's WTRG Position: Q3 2018 in Review

Vantage Investment Advisors held its Essential Utilities (WTRG) position steady in Q3 2018 at 1,000 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #332.

Vantage Investment Advisors first reported a position in WTRG in Q2 2016 and has held it in 10 quarters since. The position peaked at $39K in Q4 2017. 506 funds tracked by Wall St. Rank hold WTRG as of Q3 2018.

  • Vantage Investment Advisors held 1,000 shares of Essential Utilities worth $37K as of Q3 2018.
  • Vantage Investment Advisors left its Essential Utilities share count unchanged in Q3 2018.
  • Essential Utilities made up 0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #332 holding.
  • Vantage Investment Advisors first reported a position in Essential Utilities in Q2 2016 and has held it in 10 quarters since.
  • Vantage Investment Advisors's Essential Utilities position peaked at $39K in Q4 2017.
  • 506 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.