Burt Wealth Advisors’s Eversource Energy ES Stock Holding History

Burt 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
2017 Q3	–	Sell	-393	Closed	-$23K	–	365
2017 Q2	$23K	Buy	+393	New	+$23.9K	0.02%	245

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Burt Wealth Advisors's ES Position: Q3 2017 in Review

Burt Wealth Advisors sold out of Eversource Energy (ES) in Q3 2017, closing a stake of 393 shares — an estimated $23K sold.

Burt Wealth Advisors first reported a position in ES in Q2 2017 and held it in 1 quarter. The position peaked at $23K in Q2 2017. 610 funds tracked by Wall St. Rank hold ES as of Q3 2017.

Burt Wealth Advisors reported no remaining Eversource Energy position as of Q3 2017 after selling out during the quarter.
Burt Wealth Advisors sold 393 Eversource Energy shares in Q3 2017, an estimated $23K.
Burt Wealth Advisors first reported a position in Eversource Energy in Q2 2017 and held it in 1 quarter.
Burt Wealth Advisors's Eversource Energy position peaked at $23K in Q2 2017.
610 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2017.

Based on Burt Wealth Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.