HWM
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Howard Wealth Management’s Eversource Energy ES Stock Holding History

Howard 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
2020
Q1 		– Sell
-1,937
Closed -$164K – 228
2019
Q4 		$164K Buy
+1,937
New +$161K 0.14% 107

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State Street
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Howard Wealth Management's ES Position: Q1 2020 in Review

Howard Wealth Management sold out of Eversource Energy (ES) in Q1 2020, closing a stake of 1,937 shares — an estimated $164K sold.

Howard Wealth Management first reported a position in ES in Q4 2019 and held it in 1 quarter. The position peaked at $164K in Q4 2019. 739 funds tracked by Wall St. Rank hold ES as of Q1 2020.

  • Howard Wealth Management reported no remaining Eversource Energy position as of Q1 2020 after selling out during the quarter.
  • Howard Wealth Management sold 1,937 Eversource Energy shares in Q1 2020, an estimated $164K.
  • Howard Wealth Management first reported a position in Eversource Energy in Q4 2019 and held it in 1 quarter.
  • Howard Wealth Management's Eversource Energy position peaked at $164K in Q4 2019.
  • 739 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.