VAIA
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Virtus Alternative Investment Advisers’s Essential Utilities WTRG Stock Holding History

Virtus Alternative Investment Advisers’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
-202
Closed -$9K – 267
2019
Q4 		$9K Buy
+202
New +$9.1K 0.14% 201

Other funds holding WTRG

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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

Virtus Alternative Investment Advisers's WTRG Position: Q1 2020 in Review

Virtus Alternative Investment Advisers sold out of Essential Utilities (WTRG) in Q1 2020, closing a stake of 202 shares — an estimated $9K sold.

Virtus Alternative Investment Advisers first reported a position in WTRG in Q4 2019 and held it in 1 quarter. The position peaked at $9K in Q4 2019. 578 funds tracked by Wall St. Rank hold WTRG as of Q1 2020.

  • Virtus Alternative Investment Advisers reported no remaining Essential Utilities position as of Q1 2020 after selling out during the quarter.
  • Virtus Alternative Investment Advisers sold 202 Essential Utilities shares in Q1 2020, an estimated $9K.
  • Virtus Alternative Investment Advisers first reported a position in Essential Utilities in Q4 2019 and held it in 1 quarter.
  • Virtus Alternative Investment Advisers's Essential Utilities position peaked at $9K in Q4 2019.
  • 578 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2020.

Based on Virtus Alternative Investment Advisers's 13F filing for Q1 2020, filed 15 May 2020.