Clear Perspective Advisors’s Eversource Energy ES Stock Holding History

Clear Perspective 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 Q3	–	Sell	-41	Closed	-$2K	–	230
2018 Q2	$2K	Hold	41	–	–	﹤0.01%	463
2018 Q1	$2K	Hold	41	–	–	﹤0.01%	454
2017 Q4	$3K	Hold	41	–	–	﹤0.01%	414
2017 Q3	$2K	Hold	41	–	–	﹤0.01%	428
2017 Q2	$2K	Hold	41	–	–	﹤0.01%	432
2017 Q1	$2K	Hold	41	–	–	﹤0.01%	381
2016 Q4	$2K	Buy	+41	New	+$2.19K	﹤0.01%	377

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CSIA

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Clear Perspective Advisors's ES Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Eversource Energy (ES) in Q3 2018, closing a stake of 41 shares — an estimated $2K sold.

Clear Perspective Advisors first reported a position in ES in Q4 2016 and held it in 7 quarters. The position peaked at $3K in Q4 2017. 632 funds tracked by Wall St. Rank hold ES as of Q3 2018.

Clear Perspective Advisors reported no remaining Eversource Energy position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 41 Eversource Energy shares in Q3 2018, an estimated $2K.
Clear Perspective Advisors first reported a position in Eversource Energy in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Eversource Energy position peaked at $3K in Q4 2017.
632 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.