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Genesis Wealth Advisors’s Eversource Energy ES Stock Holding History

Genesis Wealth 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
2015
Q2 		$146K Hold
3,225
– – 0.12% 84
2015
Q1 		$164K Hold
3,225
– – 0.14% 74
2014
Q4 		$170K Buy
+3,225
New +$161K 0.13% 79

Other funds holding ES

Vanguard Group
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Genesis Wealth Advisors's ES Position: Q2 2015 in Review

Genesis Wealth Advisors held its Eversource Energy (ES) position steady in Q2 2015 at 3,225 shares worth $146K. The position accounts for 0.12% of the portfolio, ranked #84.

Genesis Wealth Advisors first reported a position in ES in Q4 2014 and has held it in 3 quarters since. The position peaked at $170K in Q4 2014. 486 funds tracked by Wall St. Rank hold ES as of Q2 2015.

  • Genesis Wealth Advisors held 3,225 shares of Eversource Energy worth $146K as of Q2 2015.
  • Genesis Wealth Advisors left its Eversource Energy share count unchanged in Q2 2015.
  • Eversource Energy made up 0.12% of Genesis Wealth Advisors's portfolio in Q2 2015, its #84 holding.
  • Genesis Wealth Advisors first reported a position in Eversource Energy in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Eversource Energy position peaked at $170K in Q4 2014.
  • 486 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.