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BSW Wealth Partners’s Eversource Energy ES Stock Holding History

BSW Wealth 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
2021
Q2 		– Sell
-3,138
Closed -$272K – 245
2021
Q1 		$272K Buy
3,138
+492
+19% +$41.8K 0.08% 154
2020
Q4 		$229K Buy
2,646
+233
+10% +$20.7K 0.07% 154
2020
Q3 		$202K Buy
+2,413
New +$207K 0.08% 140

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BSW Wealth Partners's ES Position: Q2 2021 in Review

BSW Wealth Partners sold out of Eversource Energy (ES) in Q2 2021, closing a stake of 3,138 shares — an estimated $272K sold.

BSW Wealth Partners first reported a position in ES in Q3 2020 and held it in 3 quarters. The position peaked at $272K in Q1 2021. 774 funds tracked by Wall St. Rank hold ES as of Q2 2021.

  • BSW Wealth Partners reported no remaining Eversource Energy position as of Q2 2021 after selling out during the quarter.
  • BSW Wealth Partners sold 3,138 Eversource Energy shares in Q2 2021, an estimated $272K.
  • BSW Wealth Partners first reported a position in Eversource Energy in Q3 2020 and held it in 3 quarters.
  • BSW Wealth Partners's Eversource Energy position peaked at $272K in Q1 2021.
  • 774 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2021.

Based on BSW Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.