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Capital Asset Advisory Services’s Eversource Energy ES Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-62
Closed -$5K – 915
2020
Q4 		$5K Buy
+62
New +$5.52K ﹤0.01% 1266

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Deutsche Bank
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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

Capital Asset Advisory Services's ES Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Eversource Energy (ES) in Q1 2021, closing a stake of 62 shares — an estimated $5K sold.

Capital Asset Advisory Services first reported a position in ES in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 786 funds tracked by Wall St. Rank hold ES as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Eversource Energy position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 62 Eversource Energy shares in Q1 2021, an estimated $5K.
  • Capital Asset Advisory Services first reported a position in Eversource Energy in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Eversource Energy position peaked at $5K in Q4 2020.
  • 786 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.