Ironwood Financial’s Eversource Energy ES Stock Holding History

Ironwood Financial’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
2021 Q4	–	Sell	-145	Closed	-$12K	–	241
2021 Q3	$12K	Hold	145	–	–	﹤0.01%	346
2021 Q2	$12K	Buy	145 +58	+67%	+$4.88K	﹤0.01%	344
2021 Q1	$8K	Hold	87	–	–	﹤0.01%	358
2020 Q4	$8K	Hold	87	–	–	﹤0.01%	334
2020 Q3	$7K	Hold	87	–	–	﹤0.01%	289
2020 Q2	$7K	Buy	+87	New	+$7.2K	﹤0.01%	275
2017 Q2	–	Sell	-100	Closed	-$6K	–	265
2017 Q1	$6K	Hold	100	–	–	﹤0.01%	198
2016 Q4	$6K	Hold	100	–	–	﹤0.01%	192
2016 Q3	$5K	Hold	100	–	–	﹤0.01%	202
2016 Q2	$6K	Hold	100	–	–	﹤0.01%	192
2016 Q1	$6K	Buy	+100	New	+$5.46K	﹤0.01%	191
2015 Q3	$5K	Hold	100	–	–	﹤0.01%	261
2015 Q2	$5K	Buy	+100	New	+$4.85K	﹤0.01%	248
2015 Q1	–	Sell	-7	Closed	–	–	359
2014 Q4	$0	Buy	+7	New	+$349	﹤0.01%	334

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Ironwood Financial's ES Position: Q4 2021 in Review

Ironwood Financial sold out of Eversource Energy (ES) in Q4 2021, closing a stake of 145 shares — an estimated $12K sold.

Ironwood Financial first reported a position in ES in Q4 2014 and held it in 14 quarters. The position peaked at $12K in Q3 2021. 811 funds tracked by Wall St. Rank hold ES as of Q4 2021.

Ironwood Financial reported no remaining Eversource Energy position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 145 Eversource Energy shares in Q4 2021, an estimated $12K.
Ironwood Financial first reported a position in Eversource Energy in Q4 2014 and held it in 14 quarters.
Ironwood Financial's Eversource Energy position peaked at $12K in Q3 2021.
811 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.