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Financial Sense Advisors’s Eversource Energy ES Stock Holding History

Financial Sense Advisors’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
2013
Q3 		– Sell
-7,421
Closed -$311K – 138
2013
Q2 		$311K Buy
+7,421
New +$321K 0.14% 107

Other funds holding ES

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Sense Advisors's ES Position: Q3 2013 in Review

Financial Sense Advisors sold out of Eversource Energy (ES) in Q3 2013, closing a stake of 7,421 shares — an estimated $311K sold.

Financial Sense Advisors first reported a position in ES in Q2 2013 and held it in 1 quarter. The position peaked at $311K in Q2 2013. 458 funds tracked by Wall St. Rank hold ES as of Q3 2013.

  • Financial Sense Advisors reported no remaining Eversource Energy position as of Q3 2013 after selling out during the quarter.
  • Financial Sense Advisors sold 7,421 Eversource Energy shares in Q3 2013, an estimated $311K.
  • Financial Sense Advisors first reported a position in Eversource Energy in Q2 2013 and held it in 1 quarter.
  • Financial Sense Advisors's Eversource Energy position peaked at $311K in Q2 2013.
  • 458 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2013.

Based on Financial Sense Advisors's 13F filing for Q3 2013, filed 31 Oct 2013.