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Karp Capital Management’s Eversource Energy ES Stock Holding History

Karp Capital Management’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
Q1 		– Sell
-113
Closed -$7K – 190
2018
Q4 		$7K Buy
+113
New +$7.36K ﹤0.01% 277

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State Street
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Karp Capital Management's ES Position: Q1 2019 in Review

Karp Capital Management sold out of Eversource Energy (ES) in Q1 2019, closing a stake of 113 shares — an estimated $7K sold.

Karp Capital Management first reported a position in ES in Q4 2018 and held it in 1 quarter. The position peaked at $7K in Q4 2018. 691 funds tracked by Wall St. Rank hold ES as of Q1 2019.

  • Karp Capital Management reported no remaining Eversource Energy position as of Q1 2019 after selling out during the quarter.
  • Karp Capital Management sold 113 Eversource Energy shares in Q1 2019, an estimated $7K.
  • Karp Capital Management first reported a position in Eversource Energy in Q4 2018 and held it in 1 quarter.
  • Karp Capital Management's Eversource Energy position peaked at $7K in Q4 2018.
  • 691 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.