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Edge Advisors’s Eversource Energy ES Stock Holding History

Edge 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
Q1 		– Sell
-50
Closed -$3K – 889
2017
Q4 		$3K Hold
50
– – ﹤0.01% 823
2017
Q3 		$3K Sell
50
-110
-69% -$6.79K ﹤0.01% 782
2017
Q2 		$9K Sell
160
-20
-11% -$1.22K ﹤0.01% 748
2017
Q1 		$10K Sell
180
-90
-33% -$5.12K ﹤0.01% 753
2016
Q4 		$14K Buy
+270
New +$14.4K ﹤0.01% 655

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Edge Advisors's ES Position: Q1 2018 in Review

Edge Advisors sold out of Eversource Energy (ES) in Q1 2018, closing a stake of 50 shares — an estimated $3K sold.

Edge Advisors first reported a position in ES in Q4 2016 and held it in 5 quarters. The position peaked at $14K in Q4 2016. 622 funds tracked by Wall St. Rank hold ES as of Q1 2018.

  • Edge Advisors reported no remaining Eversource Energy position as of Q1 2018 after selling out during the quarter.
  • Edge Advisors sold 50 Eversource Energy shares in Q1 2018, an estimated $3K.
  • Edge Advisors first reported a position in Eversource Energy in Q4 2016 and held it in 5 quarters.
  • Edge Advisors's Eversource Energy position peaked at $14K in Q4 2016.
  • 622 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2018.

Based on Edge Advisors's 13F filing for Q1 2018, filed 15 May 2018.