Clarus Wealth Advisors’s Eversource Energy ES Stock Holding History

Clarus Wealth 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
2019 Q3	–	Sell	-206	Closed	-$16K	–	257
2019 Q2	$16K	Sell	206 -358	-63%	-$26.2K	0.01%	390
2019 Q1	$40K	Buy	564 +3	+0.5%	+$207	0.03%	328
2018 Q4	$36K	Buy	561 +3	+0.5%	+$195	0.06%	313
2018 Q3	$34K	Buy	558 +6	+1%	+$367	0.02%	350
2018 Q2	$33K	Buy	+552	New	+$31.8K	0.03%	347

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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

CSIA

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

Clarus Wealth Advisors's ES Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Eversource Energy (ES) in Q3 2019, closing a stake of 206 shares — an estimated $16K sold.

Clarus Wealth Advisors first reported a position in ES in Q2 2018 and held it in 5 quarters. The position peaked at $40K in Q1 2019. 693 funds tracked by Wall St. Rank hold ES as of Q3 2019.

Clarus Wealth Advisors reported no remaining Eversource Energy position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 206 Eversource Energy shares in Q3 2019, an estimated $16K.
Clarus Wealth Advisors first reported a position in Eversource Energy in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's Eversource Energy position peaked at $40K in Q1 2019.
693 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.