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Advocacy Wealth Management Services’s Eversource Energy ES Stock Holding History

Advocacy Wealth Management Services’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
2016
Q2 		– Sell
-75
Closed -$4K – 414
2016
Q1 		$4K Hold
75
– – ﹤0.01% 427
2015
Q4 		$4K Buy
+75
New +$3.82K ﹤0.01% 440

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Advocacy Wealth Management Services's ES Position: Q2 2016 in Review

Advocacy Wealth Management Services sold out of Eversource Energy (ES) in Q2 2016, closing a stake of 75 shares — an estimated $4K sold.

Advocacy Wealth Management Services first reported a position in ES in Q4 2015 and held it in 2 quarters. The position peaked at $4K in Q1 2016. 580 funds tracked by Wall St. Rank hold ES as of Q2 2016.

  • Advocacy Wealth Management Services reported no remaining Eversource Energy position as of Q2 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 75 Eversource Energy shares in Q2 2016, an estimated $4K.
  • Advocacy Wealth Management Services first reported a position in Eversource Energy in Q4 2015 and held it in 2 quarters.
  • Advocacy Wealth Management Services's Eversource Energy position peaked at $4K in Q1 2016.
  • 580 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2016, filed 15 Jul 2016.