WWM
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Willingdon Wealth Management’s Essential Utilities WTRG Stock Holding History

Willingdon Wealth 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
2020
Q1 		$65K Hold
1,585
– – 0.02% 145
2019
Q4 		$74K Hold
1,585
– – 0.02% 157
2019
Q3 		$71K Hold
1,585
– – 0.02% 157
2019
Q2 		$66K Hold
1,585
– – 0.02% 159
2019
Q1 		$58K Hold
1,585
– – 0.01% 170
2018
Q4 		$54K Hold
1,585
– – 0.02% 174
2018
Q3 		$58K Buy
1,585
+1,285
+428% +$47.5K 0.02% 196
2018
Q2 		$11K Hold
300
– – ﹤0.01% 258
2018
Q1 		$10K Hold
300
– – ﹤0.01% 261
2017
Q4 		$12K Hold
300
– – ﹤0.01% 233
2017
Q3 		$10K Buy
+300
New +$10.1K ﹤0.01% 223

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return