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Integrated Wealth Counsel’s Eversource Energy ES Stock Holding History

Integrated Wealth Counsel’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
2016
Q4 		$17K Hold
302
– – 0.04% 122
2016
Q3 		$16K Buy
+302
New +$17K 0.03% 118

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Integrated Wealth Counsel's ES Position: Q4 2016 in Review

Integrated Wealth Counsel held its Eversource Energy (ES) position steady in Q4 2016 at 302 shares worth $17K. The position accounts for 0.04% of the portfolio, ranked #122.

Integrated Wealth Counsel first reported a position in ES in Q3 2016 and has held it in 2 quarters since. 586 funds tracked by Wall St. Rank hold ES as of Q4 2016.

  • Integrated Wealth Counsel held 302 shares of Eversource Energy worth $17K as of Q4 2016.
  • Integrated Wealth Counsel left its Eversource Energy share count unchanged in Q4 2016.
  • Eversource Energy made up 0.04% of Integrated Wealth Counsel's portfolio in Q4 2016, its #122 holding.
  • Integrated Wealth Counsel first reported a position in Eversource Energy in Q3 2016 and has held it in 2 quarters since.
  • 586 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.