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Legacy Financial Advisors’s Eversource Energy ES Stock Holding History

Legacy Financial Advisors’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
Q2 		– Sell
-256
Closed -$18K – 358
2019
Q1 		$18K Buy
256
+94
+58% +$6.47K 0.01% 473
2018
Q4 		$11K Buy
162
+39
+32% +$2.54K ﹤0.01% 533
2018
Q3 		$7K Hold
123
– – ﹤0.01% 609
2018
Q2 		$7K Hold
123
– – ﹤0.01% 622
2018
Q1 		$7K Hold
123
– – ﹤0.01% 569
2017
Q4 		$7K Buy
+123
New +$7.78K ﹤0.01% 565

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Legacy Financial Advisors's ES Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Eversource Energy (ES) in Q2 2019, closing a stake of 256 shares — an estimated $18K sold.

Legacy Financial Advisors first reported a position in ES in Q4 2017 and held it in 6 quarters. The position peaked at $18K in Q1 2019. 684 funds tracked by Wall St. Rank hold ES as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Eversource Energy position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 256 Eversource Energy shares in Q2 2019, an estimated $18K.
  • Legacy Financial Advisors first reported a position in Eversource Energy in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Eversource Energy position peaked at $18K in Q1 2019.
  • 684 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.