Gupta Wealth Management’s Eversource Energy ES Stock Holding History

Gupta Wealth 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
2016 Q1	$1.76M	Sell	30,168 -1,542	-5%	-$84.1K	0.41%	57
2015 Q4	$1.62M	Sell	31,710 -5,581	-15%	-$284K	0.41%	56
2015 Q3	$1.89M	Sell	37,291 -762	-2%	-$36.7K	0.46%	52
2015 Q2	$1.73M	Buy	38,053 +767	+2%	+$37.2K	0.42%	60
2015 Q1	$1.88M	Buy	+37,286	New	+$1.96M	0.55%	52

Other funds holding ES

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Gupta Wealth Management's ES Position: Q1 2016 in Review

Gupta Wealth Management reduced its Eversource Energy (ES) stake by 4.9% in Q1 2016, selling an estimated $84.1K and leaving 30,168 shares worth $1.76M. The position accounts for 0.41% of the portfolio, ranked #57.

Gupta Wealth Management first reported a position in ES in Q1 2015 and has held it in 5 quarters since. The position peaked at $1.89M in Q3 2015. 550 funds tracked by Wall St. Rank hold ES as of Q1 2016.

Gupta Wealth Management held 30,168 shares of Eversource Energy worth $1.76M as of Q1 2016.
Gupta Wealth Management sold 1,542 Eversource Energy shares in Q1 2016, an estimated $84.1K.
Eversource Energy made up 0.41% of Gupta Wealth Management's portfolio in Q1 2016, its #57 holding.
Gupta Wealth Management first reported a position in Eversource Energy in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Eversource Energy position peaked at $1.89M in Q3 2015.
550 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.