EWA
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EverSource Wealth Advisors’s Euroseas ESEA Stock Holding History

EverSource Wealth Advisors’s Portfolio ESEA Stock Details ESEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-33
Closed -$498 – 2427
2022
Q4 		$498 Buy
+33
New +$532 ﹤0.01% 2212

Other funds holding ESEA

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

EverSource Wealth Advisors's ESEA Position: Q1 2023 in Review

EverSource Wealth Advisors sold out of Euroseas (ESEA) in Q1 2023, closing a stake of 33 shares — an estimated $498 sold.

EverSource Wealth Advisors first reported a position in ESEA in Q4 2022 and held it in 1 quarter. The position peaked at $498 in Q4 2022. 11 funds tracked by Wall St. Rank hold ESEA as of Q1 2023.

  • EverSource Wealth Advisors reported no remaining Euroseas position as of Q1 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 33 Euroseas shares in Q1 2023, an estimated $498.
  • EverSource Wealth Advisors first reported a position in Euroseas in Q4 2022 and held it in 1 quarter.
  • EverSource Wealth Advisors's Euroseas position peaked at $498 in Q4 2022.
  • 11 funds tracked by Wall St. Rank held Euroseas as of Q1 2023.

Based on EverSource Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.