Kavar Capital Partners Group’s Eversource Energy ES Stock Holding History

Kavar Capital Partners Group’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 Q3	–	Sell	-400	Closed	-$30K	–	230
2019 Q2	$30K	Buy	+400	New	+$29.3K	0.01%	279
2018 Q3	–	Sell	-400	Closed	-$23K	–	194
2018 Q2	$23K	Hold	400	–	–	0.01%	252
2018 Q1	$24K	Buy	+400	New	+$23.7K	0.01%	243

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Kavar Capital Partners Group's ES Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of Eversource Energy (ES) in Q3 2019, closing a stake of 400 shares — an estimated $30K sold.

Kavar Capital Partners Group first reported a position in ES in Q1 2018 and held it in 3 quarters. The position peaked at $30K in Q2 2019. 693 funds tracked by Wall St. Rank hold ES as of Q3 2019.

Kavar Capital Partners Group reported no remaining Eversource Energy position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 400 Eversource Energy shares in Q3 2019, an estimated $30K.
Kavar Capital Partners Group first reported a position in Eversource Energy in Q1 2018 and held it in 3 quarters.
Kavar Capital Partners Group's Eversource Energy position peaked at $30K in Q2 2019.
693 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.