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Financial Architects (New Jersey)’s Eversource Energy ES Stock Holding History

Financial Architects (New Jersey)’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
Q1 		– Sell
-119
Closed -$10K – 864
2019
Q4 		$10K Sell
119
-31
-21% -$2.58K ﹤0.01% 673
2019
Q3 		$13K Buy
150
+31
+26% +$2.46K ﹤0.01% 677
2019
Q2 		$9K Buy
119
+102
+600% +$7.46K ﹤0.01% 901
2019
Q1 		$1K Hold
17
– – ﹤0.01% 1362
2018
Q4 		$1K Buy
+17
New +$1.11K ﹤0.01% 1266
2018
Q1 		– Sell
-41
Closed -$3K – 1436
2017
Q4 		$3K Hold
41
– – ﹤0.01% 1373
2017
Q3 		$2K Sell
41
-281
-87% -$17.3K ﹤0.01% 1405
2017
Q2 		$20K Sell
322
-10
-3% -$607 ﹤0.01% 949
2017
Q1 		$20K Buy
332
+55
+20% +$3.13K ﹤0.01% 933
2016
Q4 		$15K Buy
277
+40
+17% +$2.14K ﹤0.01% 907
2016
Q3 		$13K Hold
237
– – ﹤0.01% 941
2016
Q2 		$14K Buy
237
+86
+57% +$4.86K ﹤0.01% 880
2016
Q1 		$9K Buy
+151
New +$8.24K ﹤0.01% 776
2015
Q3 		– Sell
-530
Closed -$24K – 430
2015
Q2 		$24K Buy
+530
New +$25.7K 0.01% 597
2015
Q1 		– Sell
-337
Closed -$18K – 961
2014
Q4 		$18K Buy
337
+181
+116% +$9.03K 0.01% 554
2014
Q3 		$7K Sell
156
-129
-45% -$5.8K ﹤0.01% 680
2014
Q2 		$13K Buy
+285
New +$13.1K 0.01% 578
2013
Q4 		– Sell
-150
Closed -$6K – 284
2013
Q3 		$6K Buy
150
+1
+0.7% +$42 ﹤0.01% 546
2013
Q2 		$6K Buy
+149
New +$6.44K ﹤0.01% 535

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Financial Architects (New Jersey)'s ES Position: Q1 2020 in Review

Financial Architects (New Jersey) sold out of Eversource Energy (ES) in Q1 2020, closing a stake of 119 shares — an estimated $10K sold.

Financial Architects (New Jersey) first reported a position in ES in Q2 2013 and held it in 19 quarters. The position peaked at $24K in Q2 2015. 739 funds tracked by Wall St. Rank hold ES as of Q1 2020.

  • Financial Architects (New Jersey) reported no remaining Eversource Energy position as of Q1 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 119 Eversource Energy shares in Q1 2020, an estimated $10K.
  • Financial Architects (New Jersey) first reported a position in Eversource Energy in Q2 2013 and held it in 19 quarters.
  • Financial Architects (New Jersey)'s Eversource Energy position peaked at $24K in Q2 2015.
  • 739 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2020, filed 7 May 2020.