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Aris Wealth Services’s Eversource Energy ES Stock Holding History

Aris Wealth 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
2015
Q3 		– Sell
-23
Closed -$1K – 419
2015
Q2 		$1K Hold
23
– – ﹤0.01% 486
2015
Q1 		$1K Buy
+23
New +$1.21K ﹤0.01% 528

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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Aris Wealth Services's ES Position: Q3 2015 in Review

Aris Wealth Services sold out of Eversource Energy (ES) in Q3 2015, closing a stake of 23 shares — an estimated $1K sold.

Aris Wealth Services first reported a position in ES in Q1 2015 and held it in 2 quarters. The position peaked at $1K in Q2 2015. 500 funds tracked by Wall St. Rank hold ES as of Q3 2015.

  • Aris Wealth Services reported no remaining Eversource Energy position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 23 Eversource Energy shares in Q3 2015, an estimated $1K.
  • Aris Wealth Services first reported a position in Eversource Energy in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's Eversource Energy position peaked at $1K in Q2 2015.
  • 500 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.