WAM
WTRG icon

Wealthspire Advisors (Maryland)’s Essential Utilities WTRG Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,621
Closed -$59K – 2065
2019
Q1 		$59K Sell
1,621
-19
-1% -$670 ﹤0.01% 841
2018
Q4 		$56K Sell
1,640
-61
-4% -$2.12K 0.01% 814
2018
Q3 		$63K Buy
1,701
+25
+1% +$925 0.01% 885
2018
Q2 		$59K Sell
1,676
-90
-5% -$3.08K 0.01% 913
2018
Q1 		$60K Sell
1,766
-299
-14% -$10.4K 0.01% 911
2017
Q4 		$81K Buy
2,065
+58
+3% +$2.12K 0.01% 800
2017
Q3 		$67K Buy
2,007
+117
+6% +$3.92K 0.01% 871
2017
Q2 		$63K Buy
1,890
+1,552
+459% +$50.9K 0.01% 865
2017
Q1 		$11K Buy
338
+49
+17% +$1.5K ﹤0.01% 1320
2016
Q4 		$9K Hold
289
– – ﹤0.01% 1269
2016
Q3 		$9K Hold
289
– – ﹤0.01% 1276
2016
Q2 		$10K Hold
289
– – ﹤0.01% 1204
2016
Q1 		$9K Hold
289
– – ﹤0.01% 1217
2015
Q4 		$9K Buy
+289
New +$8.32K ﹤0.01% 1229

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WTRG Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Essential Utilities (WTRG) in Q2 2019, closing a stake of 1,621 shares — an estimated $59K sold.

Wealthspire Advisors (Maryland) first reported a position in WTRG in Q4 2015 and held it in 14 quarters. The position peaked at $81K in Q4 2017. 544 funds tracked by Wall St. Rank hold WTRG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Essential Utilities position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,621 Essential Utilities shares in Q2 2019, an estimated $59K.
  • Wealthspire Advisors (Maryland) first reported a position in Essential Utilities in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Essential Utilities position peaked at $81K in Q4 2017.
  • 544 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.