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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Eversource Energy ES Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
Q3 		– Sell
-634
Closed -$37K – 172
2018
Q2 		$37K Hold
634
– – 0.01% 201
2018
Q1 		$37K Hold
634
– – 0.01% 196
2017
Q4 		$40K Hold
634
– – 0.1% 102
2017
Q3 		$38K Hold
634
– – 0.02% 171
2017
Q2 		$38K Hold
634
– – 0.02% 166
2017
Q1 		$38K Hold
634
– – 0.02% 169
2016
Q4 		$36K Hold
634
– – 0.01% 193
2016
Q3 		$34K Hold
634
– – 0.01% 191
2016
Q2 		$37K Hold
634
– – 0.02% 168
2016
Q1 		$36K Buy
+634
New +$34.6K 0.02% 159

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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's ES Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Eversource Energy (ES) in Q3 2018, closing a stake of 634 shares — an estimated $37K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in ES in Q1 2016 and held it in 10 quarters. The position peaked at $40K in Q4 2017. 633 funds tracked by Wall St. Rank hold ES as of Q3 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Eversource Energy position as of Q3 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 634 Eversource Energy shares in Q3 2018, an estimated $37K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Eversource Energy in Q1 2016 and held it in 10 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Eversource Energy position peaked at $40K in Q4 2017.
  • 633 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.