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Cahill Financial Advisors’s Eversource Energy ES Stock Holding History

Cahill Financial 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
2021
Q4 		– Sell
-1,875
Closed -$153K – 394
2021
Q3 		$153K Buy
+1,875
New +$163K 0.03% 231

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State Street
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Cahill Financial Advisors's ES Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Eversource Energy (ES) in Q4 2021, closing a stake of 1,875 shares — an estimated $153K sold.

Cahill Financial Advisors first reported a position in ES in Q3 2021 and held it in 1 quarter. The position peaked at $153K in Q3 2021. 811 funds tracked by Wall St. Rank hold ES as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Eversource Energy position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 1,875 Eversource Energy shares in Q4 2021, an estimated $153K.
  • Cahill Financial Advisors first reported a position in Eversource Energy in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's Eversource Energy position peaked at $153K in Q3 2021.
  • 811 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.