Beacon Pointe Wealth Advisors’s Eversource Energy ES Stock Holding History

Beacon Pointe Wealth 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
2019 Q4	–	Sell	-3,875	Closed	-$331K	–	276
2019 Q3	$331K	Buy	+3,875	New	+$308K	0.07%	201
2019 Q2	–	Sell	-3,875	Closed	-$275K	–	269
2019 Q1	$275K	Hold	3,875	–	–	0.06%	217
2018 Q4	$252K	Buy	+3,875	New	+$252K	0.09%	191

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors's ES Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors sold out of Eversource Energy (ES) in Q4 2019, closing a stake of 3,875 shares — an estimated $331K sold.

Beacon Pointe Wealth Advisors first reported a position in ES in Q4 2018 and held it in 3 quarters. The position peaked at $331K in Q3 2019. 758 funds tracked by Wall St. Rank hold ES as of Q4 2019.

Beacon Pointe Wealth Advisors reported no remaining Eversource Energy position as of Q4 2019 after selling out during the quarter.
Beacon Pointe Wealth Advisors sold 3,875 Eversource Energy shares in Q4 2019, an estimated $331K.
Beacon Pointe Wealth Advisors first reported a position in Eversource Energy in Q4 2018 and held it in 3 quarters.
Beacon Pointe Wealth Advisors's Eversource Energy position peaked at $331K in Q3 2019.
758 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.