Certified Advisory Corp’s Eversource Energy ES Stock Holding History

Certified Advisory Corp’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	-196	Closed	-$14K	–	802
2019 Q1	$14K	Sell	196 -225	-53%	-$15.5K	0.01%	501
2018 Q4	$27K	Buy	421 +225	+115%	+$14.7K	0.01%	363
2018 Q3	$12K	Hold	196	–	–	0.01%	541
2018 Q2	$11K	Hold	196	–	–	0.01%	525
2018 Q1	$11K	Hold	196	–	–	0.01%	494
2017 Q4	$12K	Buy	+196	New	+$12.4K	0.01%	444

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

Certified Advisory Corp's ES Position: Q2 2019 in Review

Certified Advisory Corp sold out of Eversource Energy (ES) in Q2 2019, closing a stake of 196 shares — an estimated $14K sold.

Certified Advisory Corp first reported a position in ES in Q4 2017 and held it in 6 quarters. The position peaked at $27K in Q4 2018. 684 funds tracked by Wall St. Rank hold ES as of Q2 2019.

Certified Advisory Corp reported no remaining Eversource Energy position as of Q2 2019 after selling out during the quarter.
Certified Advisory Corp sold 196 Eversource Energy shares in Q2 2019, an estimated $14K.
Certified Advisory Corp first reported a position in Eversource Energy in Q4 2017 and held it in 6 quarters.
Certified Advisory Corp's Eversource Energy position peaked at $27K in Q4 2018.
684 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2019.

Based on Certified Advisory Corp's 13F filing for Q2 2019, filed 7 Aug 2019.