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Cornerstone Wealth Management’s Eversource Energy ES Stock Holding History

Cornerstone 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
2018
Q4 		– Sell
-616,652
Closed -$10.2M – 567
2018
Q3 		$10.2M Buy
616,652
+544,785
+758% +$33.3M 0.13% 178
2018
Q2 		$1.22M Buy
+71,867
New +$4.14M 0.01% 696
2018
Q1 		– Sell
-10,125
Closed -$631K – 394
2017
Q4 		$631K Sell
10,125
-98
-1% -$6.2K 0.12% 171
2017
Q3 		$617K Buy
+10,223
New +$631K 0.13% 158

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
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cornerstone Wealth Management's ES Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Eversource Energy (ES) in Q4 2018, closing a stake of 616,652 shares — an estimated $10.2M sold.

Cornerstone Wealth Management first reported a position in ES in Q3 2017 and held it in 4 quarters. The position peaked at $10.2M in Q3 2018. 689 funds tracked by Wall St. Rank hold ES as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Eversource Energy position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 616,652 Eversource Energy shares in Q4 2018, an estimated $10.2M.
  • Cornerstone Wealth Management first reported a position in Eversource Energy in Q3 2017 and held it in 4 quarters.
  • Cornerstone Wealth Management's Eversource Energy position peaked at $10.2M in Q3 2018.
  • 689 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.