William Blair Investment Management’s Essential Utilities WTRG Stock Holding History

William Blair Investment Management’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 Q1	–	Sell	-32,009	Closed	-$1.09M	–	428
2018 Q4	$1.09M	Buy	32,009 +4,682	+17%	+$162K	0.01%	379
2018 Q3	$1.01M	Buy	+27,327	New	+$1.01M	﹤0.01%	393
2016 Q4	–	Sell	-21,960	Closed	-$669K	–	458
2016 Q3	$669K	Sell	21,960 -1,776	-7%	-$57.6K	﹤0.01%	415
2016 Q2	$846K	Buy	23,736 +274	+1%	+$8.92K	﹤0.01%	405
2016 Q1	$747K	Buy	+23,462	New	+$726K	﹤0.01%	407

Other funds holding WTRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

William Blair Investment Management's WTRG Position: Q1 2019 in Review

William Blair Investment Management sold out of Essential Utilities (WTRG) in Q1 2019, closing a stake of 32,009 shares — an estimated $1.09M sold.

William Blair Investment Management first reported a position in WTRG in Q1 2016 and held it in 5 quarters. The position peaked at $1.09M in Q4 2018. 537 funds tracked by Wall St. Rank hold WTRG as of Q1 2019.

William Blair Investment Management reported no remaining Essential Utilities position as of Q1 2019 after selling out during the quarter.
William Blair Investment Management sold 32,009 Essential Utilities shares in Q1 2019, an estimated $1.09M.
William Blair Investment Management first reported a position in Essential Utilities in Q1 2016 and held it in 5 quarters.
William Blair Investment Management's Essential Utilities position peaked at $1.09M in Q4 2018.
537 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2019.

Based on William Blair Investment Management's 13F filing for Q1 2019, filed 10 May 2019.