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Ameritas Investment Company’s Eversource Energy ES Stock Holding History

Ameritas Investment Company’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
2021
Q2 		– Sell
-11,666
Closed -$1.01M – 1122
2021
Q1 		$1.01M Buy
+11,666
New +$990K 0.09% 221
2020
Q2 		– Sell
-980
Closed -$74K – 674
2020
Q1 		$74K Buy
980
+873
+816% +$76.6K 0.01% 564
2019
Q4 		$9K Sell
107
-172
-62% -$14.3K ﹤0.01% 750
2019
Q3 		$24K Buy
+279
New +$22.2K ﹤0.01% 869
2019
Q2 		– Sell
-778
Closed -$55K – 411
2019
Q1 		$55K Sell
778
-6,703
-90% -$462K 0.01% 419
2018
Q4 		$487K Buy
+7,481
New +$487K 0.11% 165

Other funds holding ES

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameritas Investment Company's ES Position: Q2 2021 in Review

Ameritas Investment Company sold out of Eversource Energy (ES) in Q2 2021, closing a stake of 11,666 shares — an estimated $1.01M sold.

Ameritas Investment Company first reported a position in ES in Q4 2018 and held it in 6 quarters. The position peaked at $1.01M in Q1 2021. 775 funds tracked by Wall St. Rank hold ES as of Q2 2021.

  • Ameritas Investment Company reported no remaining Eversource Energy position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 11,666 Eversource Energy shares in Q2 2021, an estimated $1.01M.
  • Ameritas Investment Company first reported a position in Eversource Energy in Q4 2018 and held it in 6 quarters.
  • Ameritas Investment Company's Eversource Energy position peaked at $1.01M in Q1 2021.
  • 775 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.