William Blair Investment Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-32,009
| Closed | -$1.09M | – | 428 |
|
|
2018
Q4 | $1.09M | Buy |
32,009
+4,682
| +17% | +$160K | 0.01% | 378 |
|
|
2018
Q3 | $1.01M | Buy |
+27,327
| New | +$1.01M | ﹤0.01% | 392 |
|
|
2016
Q4 | – | Sell |
-21,960
| Closed | -$669K | – | 457 |
|
|
2016
Q3 | $669K | Sell |
21,960
-1,776
| -7% | -$54.1K | ﹤0.01% | 413 |
|
|
2016
Q2 | $846K | Buy |
23,736
+274
| +1% | +$9.77K | ﹤0.01% | 405 |
|
|
2016
Q1 | $747K | Buy |
+23,462
| New | +$747K | ﹤0.01% | 407 |
|