FGC
ES icon

Financial Gravity Companies’s Eversource Energy ES Stock Holding History

Financial Gravity Companies’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 		$0 Sell
6
-17
-74% -$1.01K ﹤0.01% 1461
2017
Q4 		$1K Buy
+23
New +$1.45K ﹤0.01% 1091

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

Financial Gravity Companies's ES Position: Q1 2018 in Review

Financial Gravity Companies reduced its Eversource Energy (ES) stake by 74% in Q1 2018, selling an estimated $1.01K and leaving 6 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1461.

Financial Gravity Companies first reported a position in ES in Q4 2017 and has held it in 2 quarters since. The position peaked at $1K in Q4 2017. 622 funds tracked by Wall St. Rank hold ES as of Q1 2018.

  • Financial Gravity Companies held 6 shares of Eversource Energy worth $0 as of Q1 2018.
  • Financial Gravity Companies sold 17 Eversource Energy shares in Q1 2018, an estimated $1.01K.
  • Eversource Energy made up ﹤0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #1461 holding.
  • Financial Gravity Companies first reported a position in Eversource Energy in Q4 2017 and has held it in 2 quarters since.
  • Financial Gravity Companies's Eversource Energy position peaked at $1K in Q4 2017.
  • 622 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.