AWA
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Acorn Wealth Advisors’s Eversource Energy ES Stock Holding History

Acorn Wealth Advisors’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-300
Closed -$18K – 202
2018
Q2 		$18K Hold
300
– – 0.02% 410
2018
Q1 		$18K Hold
300
– – 0.02% 406
2017
Q4 		$19K Buy
+300
New +$19K 0.02% 389

Other funds holding ES

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Acorn Wealth Advisors's ES Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Eversource Energy (ES) in Q3 2018, closing a stake of 300 shares — an estimated $18K sold.

Acorn Wealth Advisors first reported a position in ES in Q4 2017 and held it in 3 quarters. The position peaked at $19K in Q4 2017. 632 funds tracked by Wall St. Rank hold ES as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Eversource Energy position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 300 Eversource Energy shares in Q3 2018, an estimated $18K.
  • Acorn Wealth Advisors first reported a position in Eversource Energy in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Eversource Energy position peaked at $19K in Q4 2017.
  • 632 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.