YorkBridge Wealth Partners’s Essential Utilities WTRG Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-1,484	Closed	-$61K	–	653
2019 Q2	$61K	Hold	1,484	–	–	0.03%	350
2019 Q1	$54K	Hold	1,484	–	–	0.02%	355
2018 Q4	$51K	Hold	1,484	–	–	0.03%	333
2018 Q3	$54K	Hold	1,484	–	–	0.02%	348
2018 Q2	$52K	Hold	1,484	–	–	0.02%	361
2018 Q1	$49K	Hold	1,484	–	–	0.02%	369
2017 Q4	$51K	Hold	1,484	–	–	0.02%	372
2017 Q3	$49K	Hold	1,484	–	–	0.03%	378
2017 Q2	$49K	Hold	1,484	–	–	0.03%	377
2017 Q1	$49K	Hold	1,484	–	–	0.03%	374
2016 Q4	$45K	Buy	+1,484	New	+$44.3K	0.03%	369

Other funds holding WTRG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $1T AUM

BPSG

Brookfield Public Securities Group New York $6.17B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

YorkBridge Wealth Partners's WTRG Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Essential Utilities (WTRG) in Q3 2019, closing a stake of 1,484 shares — an estimated $61K sold.

YorkBridge Wealth Partners first reported a position in WTRG in Q4 2016 and held it in 11 quarters. The position peaked at $61K in Q2 2019. 576 funds tracked by Wall St. Rank hold WTRG as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Essential Utilities position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,484 Essential Utilities shares in Q3 2019, an estimated $61K.
YorkBridge Wealth Partners first reported a position in Essential Utilities in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Essential Utilities position peaked at $61K in Q2 2019.
576 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.