Bruderman Asset Management’s Eversource Energy ES Stock Holding History

Bruderman Asset Management’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 Q2	–	Sell	-1,587	Closed	-$113K	–	237
2019 Q1	$113K	Hold	1,587	–	–	0.02%	182
2018 Q4	$103K	Buy	1,587 +800	+102%	+$52.1K	0.03%	170
2018 Q3	$48K	Hold	787	–	–	0.01%	191
2018 Q2	$46K	Hold	787	–	–	0.01%	205
2018 Q1	$46K	Buy	+787	New	+$46.6K	0.01%	208
2017 Q3	–	Sell	-787	Closed	-$48K	–	183
2017 Q2	$48K	Buy	+787	New	+$47.8K	0.01%	211
2017 Q1	–	Sell	-787	Closed	-$43K	–	178
2016 Q4	$43K	Hold	787	–	–	0.01%	212
2016 Q3	$43K	Hold	787	–	–	0.01%	214
2016 Q2	$47K	Hold	787	–	–	0.01%	204
2016 Q1	$46K	Hold	787	–	–	0.02%	202
2015 Q4	$40K	Hold	787	–	–	0.02%	226
2015 Q3	$40K	Hold	787	–	–	0.02%	227
2015 Q2	$36K	Hold	787	–	–	0.01%	249
2015 Q1	$40K	Buy	+787	New	+$41.4K	0.02%	235

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bruderman Asset Management's ES Position: Q2 2019 in Review

Bruderman Asset Management sold out of Eversource Energy (ES) in Q2 2019, closing a stake of 1,587 shares — an estimated $113K sold.

Bruderman Asset Management first reported a position in ES in Q1 2015 and held it in 14 quarters. The position peaked at $113K in Q1 2019. 684 funds tracked by Wall St. Rank hold ES as of Q2 2019.

Bruderman Asset Management reported no remaining Eversource Energy position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 1,587 Eversource Energy shares in Q2 2019, an estimated $113K.
Bruderman Asset Management first reported a position in Eversource Energy in Q1 2015 and held it in 14 quarters.
Bruderman Asset Management's Eversource Energy position peaked at $113K in Q1 2019.
684 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.