Gary Goldberg Planning Services’s Eversource Energy ES Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$42K	Hold	787	–	–	0.02%	236
2014 Q3	$35K	Hold	787	–	–	0.01%	268
2014 Q2	$37K	Hold	787	–	–	0.02%	250
2014 Q1	$36K	Hold	787	–	–	0.02%	238
2013 Q4	$33K	Hold	787	–	–	0.02%	222
2013 Q3	$32K	Hold	787	–	–	0.02%	224
2013 Q2	$33K	Buy	+787	New	+$34K	0.02%	216

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Gary Goldberg Planning Services's ES Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Eversource Energy (ES) position steady in Q4 2014 at 787 shares worth $42K. The position accounts for 0.02% of the portfolio, ranked #236.

Gary Goldberg Planning Services first reported a position in ES in Q2 2013 and has held it in 7 quarters since. 511 funds tracked by Wall St. Rank hold ES as of Q4 2014.

Gary Goldberg Planning Services held 787 shares of Eversource Energy worth $42K as of Q4 2014.
Gary Goldberg Planning Services left its Eversource Energy share count unchanged in Q4 2014.
Eversource Energy made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #236 holding.
Gary Goldberg Planning Services first reported a position in Eversource Energy in Q2 2013 and has held it in 7 quarters since.
511 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.