Edge Wealth Management’s Eversource Energy ES Stock Holding History

Edge 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
2020 Q3	–	Sell	-100	Closed	-$8K	–	504
2020 Q2	$8K	Hold	100	–	–	﹤0.01%	487
2020 Q1	$8K	Hold	100	–	–	﹤0.01%	414
2019 Q4	$8K	Hold	100	–	–	﹤0.01%	443
2019 Q3	$8K	Hold	100	–	–	﹤0.01%	434
2019 Q2	$8K	Hold	100	–	–	﹤0.01%	441
2019 Q1	$7K	Hold	100	–	–	﹤0.01%	440
2018 Q4	$7K	Hold	100	–	–	﹤0.01%	435
2018 Q3	$6K	Hold	100	–	–	﹤0.01%	485
2018 Q2	$6K	Hold	100	–	–	﹤0.01%	469
2018 Q1	$6K	Hold	100	–	–	﹤0.01%	433
2017 Q4	$6K	Hold	100	–	–	﹤0.01%	426
2017 Q3	$6K	Hold	100	–	–	﹤0.01%	426
2017 Q2	$6K	Hold	100	–	–	﹤0.01%	420
2017 Q1	$6K	Hold	100	–	–	﹤0.01%	397
2016 Q4	$6K	Hold	100	–	–	﹤0.01%	381
2016 Q3	$5K	Hold	100	–	–	﹤0.01%	390
2016 Q2	$6K	Hold	100	–	–	﹤0.01%	355
2016 Q1	$6K	Hold	100	–	–	﹤0.01%	329
2015 Q4	$5K	Hold	100	–	–	﹤0.01%	344
2015 Q3	$5K	Hold	100	–	–	﹤0.01%	342
2015 Q2	$5K	Hold	100	–	–	﹤0.01%	343
2015 Q1	$5K	Hold	100	–	–	﹤0.01%	344
2014 Q4	$5K	Sell	100 -62	-38%	-$3.09K	﹤0.01%	341
2014 Q3	$7K	Hold	162	–	–	﹤0.01%	327
2014 Q2	$8K	Hold	162	–	–	﹤0.01%	304
2014 Q1	$7K	Buy	162 +62	+62%	+$2.71K	﹤0.01%	302
2013 Q4	$4K	Hold	100	–	–	﹤0.01%	304
2013 Q3	$4K	Hold	100	–	–	﹤0.01%	278
2013 Q2	$4K	Buy	+100	New	+$4.32K	﹤0.01%	268

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Edge Wealth Management's ES Position: Q3 2020 in Review

Edge Wealth Management sold out of Eversource Energy (ES) in Q3 2020, closing a stake of 100 shares — an estimated $8K sold.

Edge Wealth Management first reported a position in ES in Q2 2013 and held it in 29 quarters. The position peaked at $8K in Q2 2020. 759 funds tracked by Wall St. Rank hold ES as of Q3 2020.

Edge Wealth Management reported no remaining Eversource Energy position as of Q3 2020 after selling out during the quarter.
Edge Wealth Management sold 100 Eversource Energy shares in Q3 2020, an estimated $8K.
Edge Wealth Management first reported a position in Eversource Energy in Q2 2013 and held it in 29 quarters.
Edge Wealth Management's Eversource Energy position peaked at $8K in Q2 2020.
759 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.