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Claraphi Advisory Network’s Eversource Energy ES Stock Holding History

Claraphi Advisory Network’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
2020
Q2 		– Sell
-1,541
Closed -$121K – 540
2020
Q1 		$121K Buy
+1,541
New +$135K 0.06% 292

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Claraphi Advisory Network's ES Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Eversource Energy (ES) in Q2 2020, closing a stake of 1,541 shares — an estimated $121K sold.

Claraphi Advisory Network first reported a position in ES in Q1 2020 and held it in 1 quarter. The position peaked at $121K in Q1 2020. 743 funds tracked by Wall St. Rank hold ES as of Q2 2020.

  • Claraphi Advisory Network reported no remaining Eversource Energy position as of Q2 2020 after selling out during the quarter.
  • Claraphi Advisory Network sold 1,541 Eversource Energy shares in Q2 2020, an estimated $121K.
  • Claraphi Advisory Network first reported a position in Eversource Energy in Q1 2020 and held it in 1 quarter.
  • Claraphi Advisory Network's Eversource Energy position peaked at $121K in Q1 2020.
  • 743 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.