Voya Financial Advisors’s Essential Utilities WTRG Stock Holding History

Voya Financial Advisors’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
2021 Q1	–	Sell	-4,308	Closed	-$201K	–	693
2020 Q4	$201K	Buy	+4,308	New	+$191K	0.01%	607
2020 Q1	–	Sell	-8,352	Closed	-$393K	–	650
2019 Q4	$393K	Sell	8,352 -543	-6%	-$24.5K	0.02%	449
2019 Q3	$397K	Buy	8,895 +3,483	+64%	+$150K	0.02%	434
2019 Q2	$219K	Buy	+5,412	New	+$211K	0.01%	570
2018 Q3	–	Sell	-8,367	Closed	-$295K	–	605
2018 Q2	$295K	Sell	8,367 -300	-3%	-$10.3K	0.02%	440
2018 Q1	$291K	Buy	8,667 +1,601	+23%	+$55.7K	0.02%	430
2017 Q4	$278K	Hold	7,066	–	–	0.02%	448
2017 Q3	$235K	Hold	7,066	–	–	0.02%	460
2017 Q2	$236K	Buy	7,066 +300	+4%	+$9.84K	0.02%	437
2017 Q1	$218K	Sell	6,766 -1,000	-13%	-$30.7K	0.02%	448
2016 Q4	$234K	Buy	+7,766	New	+$232K	0.02%	404

Other funds holding WTRG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1T AUM

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Voya Financial Advisors's WTRG Position: Q1 2021 in Review

Voya Financial Advisors sold out of Essential Utilities (WTRG) in Q1 2021, closing a stake of 4,308 shares — an estimated $201K sold.

Voya Financial Advisors first reported a position in WTRG in Q4 2016 and held it in 11 quarters. The position peaked at $397K in Q3 2019. 598 funds tracked by Wall St. Rank hold WTRG as of Q1 2021.

Voya Financial Advisors reported no remaining Essential Utilities position as of Q1 2021 after selling out during the quarter.
Voya Financial Advisors sold 4,308 Essential Utilities shares in Q1 2021, an estimated $201K.
Voya Financial Advisors first reported a position in Essential Utilities in Q4 2016 and held it in 11 quarters.
Voya Financial Advisors's Essential Utilities position peaked at $397K in Q3 2019.
598 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2021.

Based on Voya Financial Advisors's 13F filing for Q1 2021, filed 17 May 2021.