Clarfeld Financial Advisors’s Eversource Energy ES Stock Holding History

Clarfeld 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
2018 Q4	$2K	Buy	+25	New	+$1.63K	﹤0.01%	448

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clarfeld Financial Advisors's ES Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Eversource Energy (ES) in Q4 2018: 25 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #448 among its holdings.

690 funds tracked by Wall St. Rank hold ES as of Q4 2018.

Clarfeld Financial Advisors held 25 shares of Eversource Energy worth $2K as of Q4 2018.
Eversource Energy was a new Clarfeld Financial Advisors position in Q4 2018.
Eversource Energy made up ﹤0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #448 holding.
690 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.