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Braun-Bostich & Associates’s Eversource Energy ES Stock Holding History

Braun-Bostich & Associates’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
2020
Q3 		– Sell
-127
Closed -$11K – 257
2020
Q2 		$11K Hold
127
– – 0.01% 213
2020
Q1 		$10K Hold
127
– – 0.01% 206
2019
Q4 		$11K Buy
+127
New +$10.6K 0.01% 232
2019
Q3 		– Sell
-707
Closed -$54K – 148
2019
Q2 		$54K Sell
707
-1,010
-59% -$73.9K 0.06% 185
2019
Q1 		$122K Sell
1,717
-293
-15% -$20.2K 0.13% 145
2018
Q4 		$131K Hold
2,010
– – 0.14% 119
2018
Q3 		$123K Buy
2,010
+151
+8% +$9.24K 0.12% 124
2018
Q2 		$109K Buy
1,859
+1,727
+1,308% +$99.4K 0.11% 128
2018
Q1 		$8K Buy
+132
New +$7.81K 0.01% 267

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Braun-Bostich & Associates's ES Position: Q3 2020 in Review

Braun-Bostich & Associates sold out of Eversource Energy (ES) in Q3 2020, closing a stake of 127 shares — an estimated $11K sold.

Braun-Bostich & Associates first reported a position in ES in Q1 2018 and held it in 9 quarters. The position peaked at $131K in Q4 2018. 759 funds tracked by Wall St. Rank hold ES as of Q3 2020.

  • Braun-Bostich & Associates reported no remaining Eversource Energy position as of Q3 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 127 Eversource Energy shares in Q3 2020, an estimated $11K.
  • Braun-Bostich & Associates first reported a position in Eversource Energy in Q1 2018 and held it in 9 quarters.
  • Braun-Bostich & Associates's Eversource Energy position peaked at $131K in Q4 2018.
  • 759 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2020.

Based on Braun-Bostich & Associates's 13F filing for Q3 2020, filed 9 Oct 2020.