CT Financial Advisors’s Eversource Energy ES Stock Holding History

CT 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
2017 Q1	$29.4K	Hold	500	–	–	0.02%	317
2016 Q4	$27.6K	Hold	500	–	–	0.02%	320
2016 Q3	$27.1K	Hold	500	–	–	0.02%	324
2016 Q2	$29.9K	Hold	500	–	–	0.02%	318
2016 Q1	$29.2K	Hold	500	–	–	0.02%	336
2015 Q4	$25.5K	Hold	500	–	–	0.01%	358
2015 Q3	$25.3K	Hold	500	–	–	0.02%	359
2015 Q2	$22.7K	Hold	500	–	–	0.01%	377
2015 Q1	$25.3K	Hold	500	–	–	0.01%	368
2014 Q4	$26.8K	Buy	+500	New	+$24.9K	0.02%	294
2014 Q1	$25.3K	Buy	+500	New	+$21.8K	0.01%	368

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

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

CT Financial Advisors's ES Position: Q1 2017 in Review

CT Financial Advisors held its Eversource Energy (ES) position steady in Q1 2017 at 500 shares worth $29.4K. The position accounts for 0.02% of the portfolio, ranked #317.

CT Financial Advisors first reported a position in ES in Q1 2014 and has held it in 11 quarters since. The position peaked at $29.9K in Q2 2016. 584 funds tracked by Wall St. Rank hold ES as of Q1 2017.

CT Financial Advisors held 500 shares of Eversource Energy worth $29.4K as of Q1 2017.
CT Financial Advisors left its Eversource Energy share count unchanged in Q1 2017.
Eversource Energy made up 0.02% of CT Financial Advisors's portfolio in Q1 2017, its #317 holding.
CT Financial Advisors first reported a position in Eversource Energy in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's Eversource Energy position peaked at $29.9K in Q2 2016.
584 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.