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Founders Financial Alliance’s Eversource Energy ES Stock Holding History

Founders Financial Alliance’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
Q4 		– Sell
-56
Closed -$5K – 684
2020
Q3 		$5K Buy
+56
New +$4.79K ﹤0.01% 961

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MAM
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State Street
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Founders Financial Alliance's ES Position: Q4 2020 in Review

Founders Financial Alliance sold out of Eversource Energy (ES) in Q4 2020, closing a stake of 56 shares — an estimated $5K sold.

Founders Financial Alliance first reported a position in ES in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 807 funds tracked by Wall St. Rank hold ES as of Q4 2020.

  • Founders Financial Alliance reported no remaining Eversource Energy position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 56 Eversource Energy shares in Q4 2020, an estimated $5K.
  • Founders Financial Alliance first reported a position in Eversource Energy in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Eversource Energy position peaked at $5K in Q3 2020.
  • 807 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.