Wolverine Trading
WTRG icon

Wolverine Trading’s Essential Utilities WTRG Stock Holding History

Wolverine Trading’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
2021
Q4 		– Sell
-6,205
Closed -$301K – 6995
2021
Q3 		$291K Sell
6,205
-597
-9% -$28.9K ﹤0.01% 4754
2021
Q2 		$314K Buy
+6,802
New +$319K ﹤0.01% 4368
2018
Q3 		– Sell
-10,229
Closed -$378K – 6036
2018
Q2 		$348K Hold
10,229
– – ﹤0.01% 3577
2018
Q1 		$348K Sell
10,229
-4,159
-29% -$145K ﹤0.01% 3577
2017
Q4 		$564K Buy
+14,388
New +$525K ﹤0.01% 2852

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wolverine Trading's WTRG Position: Q4 2021 in Review

Wolverine Trading sold out of Essential Utilities (WTRG) in Q4 2021, closing a stake of 6,205 shares — an estimated $301K sold.

Wolverine Trading first reported a position in WTRG in Q4 2017 and held it in 5 quarters. The position peaked at $564K in Q4 2017. 646 funds tracked by Wall St. Rank hold WTRG as of Q4 2021.

  • Wolverine Trading reported no remaining Essential Utilities position as of Q4 2021 after selling out during the quarter.
  • Wolverine Trading sold 6,205 Essential Utilities shares in Q4 2021, an estimated $301K.
  • Wolverine Trading first reported a position in Essential Utilities in Q4 2017 and held it in 5 quarters.
  • Wolverine Trading's Essential Utilities position peaked at $564K in Q4 2017.
  • 646 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2021.

Based on Wolverine Trading's 13F filing for Q4 2021, filed 14 Feb 2022.