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Liberty Wealth Management’s Eversource Energy ES Stock Holding History

Liberty Wealth 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
2020
Q1 		– Sell
-20
Closed -$2K – 910
2019
Q4 		$2K Sell
20
-141
-88% -$11.7K ﹤0.01% 763
2019
Q3 		$14K Sell
161
-8,598
-98% -$683K 0.01% 452
2019
Q2 		$664K Buy
+8,759
New +$641K 0.58% 36

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Liberty Wealth Management's ES Position: Q1 2020 in Review

Liberty Wealth Management sold out of Eversource Energy (ES) in Q1 2020, closing a stake of 20 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in ES in Q2 2019 and held it in 3 quarters. The position peaked at $664K in Q2 2019. 740 funds tracked by Wall St. Rank hold ES as of Q1 2020.

  • Liberty Wealth Management reported no remaining Eversource Energy position as of Q1 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 20 Eversource Energy shares in Q1 2020, an estimated $2K.
  • Liberty Wealth Management first reported a position in Eversource Energy in Q2 2019 and held it in 3 quarters.
  • Liberty Wealth Management's Eversource Energy position peaked at $664K in Q2 2019.
  • 740 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2020.

Based on Liberty Wealth Management's 13F filing for Q1 2020, filed 27 Apr 2020.