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Avantax Planning Partners’s Eversource Energy ES Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-217
Closed -$13K – 549
2018
Q3 		$13K Buy
+217
New +$13.3K ﹤0.01% 810
2018
Q2 		– Sell
-272
Closed -$16K – 591
2018
Q1 		$16K Buy
+272
New +$16.1K ﹤0.01% 860

Other funds holding ES

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Planning Partners's ES Position: Q4 2018 in Review

Avantax Planning Partners sold out of Eversource Energy (ES) in Q4 2018, closing a stake of 217 shares — an estimated $13K sold.

Avantax Planning Partners first reported a position in ES in Q1 2018 and held it in 2 quarters. The position peaked at $16K in Q1 2018. 689 funds tracked by Wall St. Rank hold ES as of Q4 2018.

  • Avantax Planning Partners reported no remaining Eversource Energy position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 217 Eversource Energy shares in Q4 2018, an estimated $13K.
  • Avantax Planning Partners first reported a position in Eversource Energy in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Eversource Energy position peaked at $16K in Q1 2018.
  • 689 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.