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CWS Financial Advisors’s Eversource Energy ES Stock Holding History

CWS 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
2020
Q3 		– Sell
-4,370
Closed -$364K – 126
2020
Q2 		$364K Sell
4,370
-62
-1% -$5.13K 0.26% 80
2020
Q1 		$377K Hold
4,432
– – 0.28% 79
2019
Q4 		$377K Buy
+4,432
New +$369K 0.28% 80

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CWS Financial Advisors's ES Position: Q3 2020 in Review

CWS Financial Advisors sold out of Eversource Energy (ES) in Q3 2020, closing a stake of 4,370 shares — an estimated $364K sold.

CWS Financial Advisors first reported a position in ES in Q4 2019 and held it in 3 quarters. The position peaked at $377K in Q1 2020. 760 funds tracked by Wall St. Rank hold ES as of Q3 2020.

  • CWS Financial Advisors reported no remaining Eversource Energy position as of Q3 2020 after selling out during the quarter.
  • CWS Financial Advisors sold 4,370 Eversource Energy shares in Q3 2020, an estimated $364K.
  • CWS Financial Advisors first reported a position in Eversource Energy in Q4 2019 and held it in 3 quarters.
  • CWS Financial Advisors's Eversource Energy position peaked at $377K in Q1 2020.
  • 760 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2020.

Based on CWS Financial Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.