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WTRG icon

Wealthfront’s Essential Utilities WTRG Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-1,268
Closed -$34K – 1085
2015
Q3 		$34K Buy
1,268
+856
+208% +$21.9K ﹤0.01% 596
2015
Q2 		$10K Buy
412
+152
+58% +$3.99K ﹤0.01% 846
2015
Q1 		$7K Buy
260
+256
+6,400% +$6.81K ﹤0.01% 718
2014
Q4 		$0 Buy
+4
New +$103 ﹤0.01% 1019

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return

Wealthfront's WTRG Position: Q4 2015 in Review

Wealthfront sold out of Essential Utilities (WTRG) in Q4 2015, closing a stake of 1,268 shares — an estimated $34K sold.

Wealthfront first reported a position in WTRG in Q4 2014 and held it in 4 quarters. The position peaked at $34K in Q3 2015. 373 funds tracked by Wall St. Rank hold WTRG as of Q4 2015.

  • Wealthfront reported no remaining Essential Utilities position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 1,268 Essential Utilities shares in Q4 2015, an estimated $34K.
  • Wealthfront first reported a position in Essential Utilities in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Essential Utilities position peaked at $34K in Q3 2015.
  • 373 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.