Great Diamond Partners’s Eversource Energy ES Stock Holding History

Great Diamond Partners’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 Q1	–	Sell	-902	Closed	-$76K	–	271
2019 Q4	$76K	Buy	+902	New	+$75K	0.03%	254

Other funds holding ES

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Great Diamond Partners's ES Position: Q1 2020 in Review

Great Diamond Partners sold out of Eversource Energy (ES) in Q1 2020, closing a stake of 902 shares — an estimated $76K sold.

Great Diamond Partners first reported a position in ES in Q4 2019 and held it in 1 quarter. The position peaked at $76K in Q4 2019. 739 funds tracked by Wall St. Rank hold ES as of Q1 2020.

Great Diamond Partners reported no remaining Eversource Energy position as of Q1 2020 after selling out during the quarter.
Great Diamond Partners sold 902 Eversource Energy shares in Q1 2020, an estimated $76K.
Great Diamond Partners first reported a position in Eversource Energy in Q4 2019 and held it in 1 quarter.
Great Diamond Partners's Eversource Energy position peaked at $76K in Q4 2019.
739 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.