Archford Capital Strategies’s Eversource Energy ES Stock Holding History

Archford Capital Strategies’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	-16	Closed	-$1K	–	571
2018 Q2	$1K	Hold	16	–	–	﹤0.01%	624
2018 Q1	$1K	Buy	+16	New	+$947	﹤0.01%	561
2017 Q2	–	Sell	-16	Closed	-$1K	–	325
2017 Q1	$1K	Hold	16	–	–	﹤0.01%	646
2016 Q4	$0	Hold	16	–	–	﹤0.01%	677
2016 Q3	$0	Hold	16	–	–	﹤0.01%	660
2016 Q2	$1K	Buy	+16	New	+$905	﹤0.01%	641
2016 Q1	–	Sell	-16	Closed	-$1K	–	308
2015 Q4	$1K	Hold	16	–	–	﹤0.01%	752
2015 Q3	$1K	Hold	16	–	–	﹤0.01%	623
2015 Q2	$1K	Hold	16	–	–	﹤0.01%	588
2015 Q1	$808	Hold	16	–	–	﹤0.01%	657
2014 Q4	$1K	Hold	16	–	–	﹤0.01%	611
2014 Q3	$1K	Hold	16	–	–	﹤0.01%	610
2014 Q2	$756	Hold	16	–	–	﹤0.01%	810
2014 Q1	$728	Buy	+16	New	+$698	﹤0.01%	761

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

Archford Capital Strategies's ES Position: Q3 2018 in Review

Archford Capital Strategies sold out of Eversource Energy (ES) in Q3 2018, closing a stake of 16 shares — an estimated $1K sold.

Archford Capital Strategies first reported a position in ES in Q1 2014 and held it in 14 quarters. The position peaked at $1K in Q2 2018. 632 funds tracked by Wall St. Rank hold ES as of Q3 2018.

Archford Capital Strategies reported no remaining Eversource Energy position as of Q3 2018 after selling out during the quarter.
Archford Capital Strategies sold 16 Eversource Energy shares in Q3 2018, an estimated $1K.
Archford Capital Strategies first reported a position in Eversource Energy in Q1 2014 and held it in 14 quarters.
Archford Capital Strategies's Eversource Energy position peaked at $1K in Q2 2018.
632 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.