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Integrated Investment Consultants’s Eversource Energy ES Stock Holding History

Integrated Investment Consultants’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
2018
Q2 		– Sell
-737
Closed -$43K – 335
2018
Q1 		$43K Buy
+737
New +$43.6K 0.02% 460

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Integrated Investment Consultants's ES Position: Q2 2018 in Review

Integrated Investment Consultants sold out of Eversource Energy (ES) in Q2 2018, closing a stake of 737 shares — an estimated $43K sold.

Integrated Investment Consultants first reported a position in ES in Q1 2018 and held it in 1 quarter. The position peaked at $43K in Q1 2018. 628 funds tracked by Wall St. Rank hold ES as of Q2 2018.

  • Integrated Investment Consultants reported no remaining Eversource Energy position as of Q2 2018 after selling out during the quarter.
  • Integrated Investment Consultants sold 737 Eversource Energy shares in Q2 2018, an estimated $43K.
  • Integrated Investment Consultants first reported a position in Eversource Energy in Q1 2018 and held it in 1 quarter.
  • Integrated Investment Consultants's Eversource Energy position peaked at $43K in Q1 2018.
  • 628 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.