WA
WTRG icon

WealthTrust-Arizona’s Essential Utilities WTRG Stock Holding History

WealthTrust-Arizona’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 		$1K Hold
35
– – ﹤0.01% 650
2018
Q3 		$1K Hold
35
– – ﹤0.01% 665
2018
Q2 		$1K Hold
35
– – ﹤0.01% 647
2018
Q1 		$1K Buy
+35
New +$1.22K ﹤0.01% 627

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

WealthTrust-Arizona's WTRG Position: Q4 2018 in Review

WealthTrust-Arizona held its Essential Utilities (WTRG) position steady in Q4 2018 at 35 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

WealthTrust-Arizona first reported a position in WTRG in Q1 2018 and has held it in 4 quarters since. 520 funds tracked by Wall St. Rank hold WTRG as of Q4 2018.

  • WealthTrust-Arizona held 35 shares of Essential Utilities worth $1K as of Q4 2018.
  • WealthTrust-Arizona left its Essential Utilities share count unchanged in Q4 2018.
  • Essential Utilities made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #650 holding.
  • WealthTrust-Arizona first reported a position in Essential Utilities in Q1 2018 and has held it in 4 quarters since.
  • 520 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.