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Huber Financial Advisors’s Eversource Energy ES Stock Holding History

Huber Financial Advisors’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
Q2 		– Sell
-3,695
Closed -$262K – 127
2019
Q1 		$262K Buy
+3,695
New +$254K 0.13% 96

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Huber Financial Advisors's ES Position: Q2 2019 in Review

Huber Financial Advisors sold out of Eversource Energy (ES) in Q2 2019, closing a stake of 3,695 shares — an estimated $262K sold.

Huber Financial Advisors first reported a position in ES in Q1 2019 and held it in 1 quarter. The position peaked at $262K in Q1 2019. 684 funds tracked by Wall St. Rank hold ES as of Q2 2019.

  • Huber Financial Advisors reported no remaining Eversource Energy position as of Q2 2019 after selling out during the quarter.
  • Huber Financial Advisors sold 3,695 Eversource Energy shares in Q2 2019, an estimated $262K.
  • Huber Financial Advisors first reported a position in Eversource Energy in Q1 2019 and held it in 1 quarter.
  • Huber Financial Advisors's Eversource Energy position peaked at $262K in Q1 2019.
  • 684 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2019.

Based on Huber Financial Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.