Zurich Insurance Group’s Essential Utilities WTRG Stock Holding History

Zurich Insurance Group’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
2018 Q2	–	Sell	-25,600	Closed	-$872K	–	550
2018 Q1	$872K	Hold	25,600	–	–	0.02%	463
2017 Q4	$1M	Hold	25,600	–	–	0.02%	500
2017 Q3	$850K	Hold	25,600	–	–	0.02%	563
2017 Q2	$852K	Hold	25,600	–	–	0.02%	529
2017 Q1	$823K	Buy	+25,600	New	+$786K	0.02%	474
2016 Q1	–	Sell	-53,125	Closed	-$1.58M	–	390
2015 Q4	$1.58M	Hold	53,125	–	–	0.06%	244
2015 Q3	$1.41M	Buy	+53,125	New	+$1.36M	0.05%	183

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

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

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

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

IAMU

Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Zurich Insurance Group's WTRG Position: Q2 2018 in Review

Zurich Insurance Group sold out of Essential Utilities (WTRG) in Q2 2018, closing a stake of 25,600 shares — an estimated $872K sold.

Zurich Insurance Group first reported a position in WTRG in Q3 2015 and held it in 7 quarters. The position peaked at $1.58M in Q4 2015. 490 funds tracked by Wall St. Rank hold WTRG as of Q2 2018.

Zurich Insurance Group reported no remaining Essential Utilities position as of Q2 2018 after selling out during the quarter.
Zurich Insurance Group sold 25,600 Essential Utilities shares in Q2 2018, an estimated $872K.
Zurich Insurance Group first reported a position in Essential Utilities in Q3 2015 and held it in 7 quarters.
Zurich Insurance Group's Essential Utilities position peaked at $1.58M in Q4 2015.
490 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2018.

Based on Zurich Insurance Group's 13F filing for Q2 2018, filed 14 Aug 2018.