Wealthcare Capital Management’s Essential Utilities WTRG Stock Holding History

Wealthcare 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
2018 Q4	–	Sell	-1,301	Closed	-$48K	–	208
2018 Q3	$48K	Hold	1,301	–	–	0.01%	91
2018 Q2	$46K	Hold	1,301	–	–	0.01%	89
2018 Q1	$44K	Hold	1,301	–	–	0.01%	87
2017 Q4	$51K	Buy	+1,301	New	+$47.4K	0.01%	85
2015 Q3	–	Sell	-451	Closed	-$11K	–	388
2015 Q2	$11K	Sell	451 -13,375	-97%	-$351K	﹤0.01%	198
2015 Q1	$364K	Buy	+13,826	New	+$368K	0.04%	70

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealthcare Capital Management's WTRG Position: Q4 2018 in Review

Wealthcare Capital Management sold out of Essential Utilities (WTRG) in Q4 2018, closing a stake of 1,301 shares — an estimated $48K sold.

Wealthcare Capital Management first reported a position in WTRG in Q1 2015 and held it in 6 quarters. The position peaked at $364K in Q1 2015. 520 funds tracked by Wall St. Rank hold WTRG as of Q4 2018.

Wealthcare Capital Management reported no remaining Essential Utilities position as of Q4 2018 after selling out during the quarter.
Wealthcare Capital Management sold 1,301 Essential Utilities shares in Q4 2018, an estimated $48K.
Wealthcare Capital Management first reported a position in Essential Utilities in Q1 2015 and held it in 6 quarters.
Wealthcare Capital Management's Essential Utilities position peaked at $364K in Q1 2015.
520 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2018.

Based on Wealthcare Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.