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Elite Wealth Management’s Eversource Energy ES Stock Holding History

Elite 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
2014
Q1 		– Sell
-50
Closed -$2K – 429
2013
Q4 		$2K Sell
50
-107
-68% -$4.49K ﹤0.01% 664
2013
Q3 		$6K Buy
+157
New +$6.64K 0.01% 332

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Elite Wealth Management's ES Position: Q1 2014 in Review

Elite Wealth Management sold out of Eversource Energy (ES) in Q1 2014, closing a stake of 50 shares — an estimated $2K sold.

Elite Wealth Management first reported a position in ES in Q3 2013 and held it in 2 quarters. The position peaked at $6K in Q3 2013. 481 funds tracked by Wall St. Rank hold ES as of Q1 2014.

  • Elite Wealth Management reported no remaining Eversource Energy position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 50 Eversource Energy shares in Q1 2014, an estimated $2K.
  • Elite Wealth Management first reported a position in Eversource Energy in Q3 2013 and held it in 2 quarters.
  • Elite Wealth Management's Eversource Energy position peaked at $6K in Q3 2013.
  • 481 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.