WKA
WTRG icon

Wilson Kemp & Associates’s Essential Utilities WTRG Stock Holding History

Wilson Kemp & Associates’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
2013
Q3 		– Sell
-9,500
Closed -$238K – 86
2013
Q2 		$238K Buy
+9,500
New +$241K 0.23% 81

Other funds holding WTRG

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wilson Kemp & Associates's WTRG Position: Q3 2013 in Review

Wilson Kemp & Associates sold out of Essential Utilities (WTRG) in Q3 2013, closing a stake of 9,500 shares — an estimated $238K sold.

Wilson Kemp & Associates first reported a position in WTRG in Q2 2013 and held it in 1 quarter. The position peaked at $238K in Q2 2013. 323 funds tracked by Wall St. Rank hold WTRG as of Q3 2013.

  • Wilson Kemp & Associates reported no remaining Essential Utilities position as of Q3 2013 after selling out during the quarter.
  • Wilson Kemp & Associates sold 9,500 Essential Utilities shares in Q3 2013, an estimated $238K.
  • Wilson Kemp & Associates first reported a position in Essential Utilities in Q2 2013 and held it in 1 quarter.
  • Wilson Kemp & Associates's Essential Utilities position peaked at $238K in Q2 2013.
  • 323 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2013.

Based on Wilson Kemp & Associates's 13F filing for Q3 2013, filed 21 Oct 2013.