IFG Advisory’s Eversource Energy ES Stock Holding History

IFG Advisory’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	-2,565	Closed	-$218K	–	376
2019 Q4	$218K	Sell	2,565 -2,299	-47%	-$191K	0.04%	378
2019 Q3	$415K	Sell	4,864 -57	-1%	-$4.53K	0.08%	255
2019 Q2	$372K	Sell	4,921 -363	-7%	-$26.6K	0.07%	240
2019 Q1	$374K	Sell	5,284 -201	-4%	-$13.8K	0.07%	232
2018 Q4	$356K	Sell	5,485 -32	-0.6%	-$2.08K	0.08%	224
2018 Q3	$338K	Sell	5,517 -509	-8%	-$31.1K	0.06%	273
2018 Q2	$353K	Buy	6,026 +236	+4%	+$13.6K	0.07%	244
2018 Q1	$341K	Sell	5,790 -10	-0.2%	-$592	0.08%	247
2017 Q4	$366K	Buy	+5,800	New	+$367K	0.08%	227

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

IFG Advisory's ES Position: Q1 2020 in Review

IFG Advisory sold out of Eversource Energy (ES) in Q1 2020, closing a stake of 2,565 shares — an estimated $218K sold.

IFG Advisory first reported a position in ES in Q4 2017 and held it in 9 quarters. The position peaked at $415K in Q3 2019. 739 funds tracked by Wall St. Rank hold ES as of Q1 2020.

IFG Advisory reported no remaining Eversource Energy position as of Q1 2020 after selling out during the quarter.
IFG Advisory sold 2,565 Eversource Energy shares in Q1 2020, an estimated $218K.
IFG Advisory first reported a position in Eversource Energy in Q4 2017 and held it in 9 quarters.
IFG Advisory's Eversource Energy position peaked at $415K in Q3 2019.
739 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2020.

Based on IFG Advisory's 13F filing for Q1 2020, filed 11 May 2020.