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Wheatland Advisors’s Essential Utilities WTRG Stock Holding History

Wheatland 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
2020
Q2 		$687K Buy
16,252
+2
+0% +$84 2.85% 13
2020
Q1 		$661K Buy
16,250
+1
+0% +$47 3.36% 11
2019
Q4 		$763K Buy
16,249
+2
+0% +$90 0.97% 37
2019
Q3 		$728K Buy
16,247
+2
+0% +$86 0.66% 52
2019
Q2 		$672K Hold
16,245
– – 0.51% 62
2019
Q1 		$592K Buy
+16,245
New +$573K 0.45% 64

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wheatland Advisors's WTRG Position: Q2 2020 in Review

Wheatland Advisors increased its Essential Utilities (WTRG) stake by 0.01% in Q2 2020, buying an estimated $84 and bringing the position to 16,252 shares worth $687K. The position accounts for 2.85% of the portfolio, ranked #13.

Wheatland Advisors first reported a position in WTRG in Q1 2019 and has held it in 6 quarters since. The position peaked at $763K in Q4 2019. 572 funds tracked by Wall St. Rank hold WTRG as of Q2 2020.

  • Wheatland Advisors held 16,252 shares of Essential Utilities worth $687K as of Q2 2020.
  • Wheatland Advisors bought 2 Essential Utilities shares in Q2 2020, an estimated $84.
  • Essential Utilities made up 2.85% of Wheatland Advisors's portfolio in Q2 2020, its #13 holding.
  • Wheatland Advisors first reported a position in Essential Utilities in Q1 2019 and has held it in 6 quarters since.
  • Wheatland Advisors's Essential Utilities position peaked at $763K in Q4 2019.
  • 572 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2020.

Based on Wheatland Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.