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HL Financial Services’s Eversource Energy ES Stock Holding History

HL Financial Services’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
Q1 		$204K Buy
+2,881
New +$198K ﹤0.01% 701
2017
Q4 		– Sell
-6,288
Closed -$380K – 631
2017
Q3 		$380K Sell
6,288
-1,312
-17% -$80.9K 0.01% 536
2017
Q2 		$461K Buy
7,600
+836
+12% +$50.8K 0.01% 487
2017
Q1 		$398K Sell
6,764
-811
-11% -$46.1K 0.01% 505
2016
Q4 		$418K Buy
7,575
+527
+7% +$28.2K 0.01% 493
2016
Q3 		$382K Hold
7,048
– – 0.01% 490
2016
Q2 		$422K Buy
7,048
+502
+8% +$28.4K 0.01% 466
2016
Q1 		$382K Sell
6,546
-1,226
-16% -$66.9K 0.01% 478
2015
Q4 		$397K Sell
7,772
-154
-2% -$7.83K 0.01% 495
2015
Q3 		$401K Buy
7,926
+104
+1% +$5.01K 0.01% 469
2015
Q2 		$355K Buy
7,822
+796
+11% +$38.6K 0.01% 531
2015
Q1 		$355K Sell
7,026
-88
-1% -$4.63K 0.01% 531
2014
Q4 		$381K Buy
7,114
+293
+4% +$14.6K 0.01% 497
2014
Q3 		$302K Buy
6,821
+569
+9% +$25.6K 0.01% 548
2014
Q2 		$296K Buy
6,252
+85
+1% +$3.9K 0.01% 555
2014
Q1 		$281K Buy
6,167
+980
+19% +$42.8K 0.01% 554
2013
Q4 		$220K Buy
+5,187
New +$218K 0.01% 578

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

HL Financial Services's ES Position: Q1 2019 in Review

HL Financial Services opened a new position in Eversource Energy (ES) in Q1 2019: 2,881 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #701 among its holdings. This is a return to the name: HL Financial Services previously reported a position in ES as recently as Q3 2017.

HL Financial Services first reported a position in ES in Q4 2013 and has held it in 17 quarters since. The position peaked at $461K in Q2 2017. 691 funds tracked by Wall St. Rank hold ES as of Q1 2019.

  • HL Financial Services held 2,881 shares of Eversource Energy worth $204K as of Q1 2019.
  • Eversource Energy was a new HL Financial Services position in Q1 2019.
  • Eversource Energy made up ﹤0.01% of HL Financial Services's portfolio in Q1 2019, its #701 holding.
  • HL Financial Services first reported a position in Eversource Energy in Q4 2013 and has held it in 17 quarters since.
  • HL Financial Services's Eversource Energy position peaked at $461K in Q2 2017.
  • 691 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.