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Concert Wealth Management’s Eversource Energy ES Stock Holding History

Concert Wealth Management’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
2015
Q1 		– Sell
-3,820
Closed -$204K – 524
2014
Q4 		$204K Buy
+3,820
New +$190K 0.03% 576

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State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Concert Wealth Management's ES Position: Q1 2015 in Review

Concert Wealth Management sold out of Eversource Energy (ES) in Q1 2015, closing a stake of 3,820 shares — an estimated $204K sold.

Concert Wealth Management first reported a position in ES in Q4 2014 and held it in 1 quarter. The position peaked at $204K in Q4 2014. 471 funds tracked by Wall St. Rank hold ES as of Q1 2015.

  • Concert Wealth Management reported no remaining Eversource Energy position as of Q1 2015 after selling out during the quarter.
  • Concert Wealth Management sold 3,820 Eversource Energy shares in Q1 2015, an estimated $204K.
  • Concert Wealth Management first reported a position in Eversource Energy in Q4 2014 and held it in 1 quarter.
  • Concert Wealth Management's Eversource Energy position peaked at $204K in Q4 2014.
  • 471 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2015.

Based on Concert Wealth Management's 13F filing for Q1 2015, filed 27 Apr 2015.