Apriem Advisors’s Eversource Energy ES Stock Holding History

Apriem 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	-2,004	Closed	-$117K	–	207
2018 Q2	$117K	Buy	+2,004	New	+$115K	0.03%	159
2017 Q2	–	Sell	-2,004	Closed	-$118K	–	257
2017 Q1	$118K	Hold	2,004	–	–	0.03%	158
2016 Q4	$111K	Hold	2,004	–	–	0.03%	155
2016 Q3	$109K	Hold	2,004	–	–	0.03%	157
2016 Q2	$120K	Sell	2,004 -93	-4%	-$5.26K	0.04%	150
2016 Q1	$122K	Buy	2,097 +93	+5%	+$5.07K	0.05%	128
2015 Q4	$102K	Hold	2,004	–	–	0.04%	136
2015 Q3	$101K	Hold	2,004	–	–	0.04%	140
2015 Q2	$91K	Hold	2,004	–	–	0.03%	146
2015 Q1	$101K	Hold	2,004	–	–	0.04%	147
2014 Q4	$107K	Hold	2,004	–	–	0.04%	127
2014 Q3	$89K	Hold	2,004	–	–	0.03%	149
2014 Q2	$95K	Hold	2,004	–	–	0.04%	151
2014 Q1	$91K	Hold	2,004	–	–	0.03%	163
2013 Q4	$85K	Hold	2,004	–	–	0.03%	157
2013 Q3	$83K	Hold	2,004	–	–	0.04%	157
2013 Q2	$84K	Buy	+2,004	New	+$86.7K	0.04%	153

Other funds holding ES

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Apriem Advisors's ES Position: Q3 2018 in Review

Apriem Advisors sold out of Eversource Energy (ES) in Q3 2018, closing a stake of 2,004 shares — an estimated $117K sold.

Apriem Advisors first reported a position in ES in Q2 2013 and held it in 17 quarters. The position peaked at $122K in Q1 2016. 632 funds tracked by Wall St. Rank hold ES as of Q3 2018.

Apriem Advisors reported no remaining Eversource Energy position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 2,004 Eversource Energy shares in Q3 2018, an estimated $117K.
Apriem Advisors first reported a position in Eversource Energy in Q2 2013 and held it in 17 quarters.
Apriem Advisors's Eversource Energy position peaked at $122K in Q1 2016.
632 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.