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Global Wealth Management Investment Advisory’s Eversource Energy ES Stock Holding History

Global Wealth Management Investment Advisory’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
2019
Q4 		– Sell
-23
Closed -$2K – 646
2019
Q3 		$2K Hold
23
– – ﹤0.01% 505
2019
Q2 		$2K Hold
23
– – ﹤0.01% 554
2019
Q1 		$2K Hold
23
– – ﹤0.01% 540
2018
Q4 		$1K Buy
+23
New +$1.5K ﹤0.01% 635

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Global Wealth Management Investment Advisory's ES Position: Q4 2019 in Review

Global Wealth Management Investment Advisory sold out of Eversource Energy (ES) in Q4 2019, closing a stake of 23 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in ES in Q4 2018 and held it in 4 quarters. The position peaked at $2K in Q3 2019. 759 funds tracked by Wall St. Rank hold ES as of Q4 2019.

  • Global Wealth Management Investment Advisory reported no remaining Eversource Energy position as of Q4 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 23 Eversource Energy shares in Q4 2019, an estimated $2K.
  • Global Wealth Management Investment Advisory first reported a position in Eversource Energy in Q4 2018 and held it in 4 quarters.
  • Global Wealth Management Investment Advisory's Eversource Energy position peaked at $2K in Q3 2019.
  • 759 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2019, filed 14 Feb 2020.