LifePlan Financial Group’s Eversource Energy ES Stock Holding History

LifePlan Financial 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
2020 Q3	$432K	Hold	5,167	–	–	0.19%	85
2020 Q2	$430K	Hold	5,167	–	–	0.2%	82
2020 Q1	$404K	Hold	5,167	–	–	0.22%	79
2019 Q4	$440K	Hold	5,167	–	–	0.2%	88
2019 Q3	$442K	Hold	5,167	–	–	0.21%	83
2019 Q2	$391K	Hold	5,167	–	–	0.19%	84
2019 Q1	$367K	Hold	5,167	–	–	0.2%	85
2018 Q4	$336K	Hold	5,167	–	–	0.21%	82
2018 Q3	$317K	Hold	5,167	–	–	0.17%	97
2018 Q2	$303K	Hold	5,167	–	–	0.17%	95
2018 Q1	$304K	Hold	5,167	–	–	0.18%	91
2017 Q4	$312K	Hold	5,167	–	–	0.2%	87
2017 Q3	$312K	Hold	5,167	–	–	0.2%	87
2017 Q2	$314K	Hold	5,167	–	–	0.22%	83
2017 Q1	$304K	Hold	5,167	–	–	0.21%	84
2016 Q4	$285K	Hold	5,167	–	–	0.2%	91
2016 Q3	$280K	Hold	5,167	–	–	0.19%	89
2016 Q2	$310K	Hold	5,167	–	–	0.21%	75
2016 Q1	$301K	Hold	5,167	–	–	0.21%	75
2015 Q4	$264K	Hold	5,167	–	–	0.19%	74
2015 Q3	$262K	Buy	+5,167	New	+$249K	0.19%	76
2015 Q1	–	Sell	-3,949	Closed	-$211K	–	82
2014 Q4	$211K	Buy	+3,949	New	+$197K	0.14%	74
2014 Q2	–	Sell	-1,456	Closed	-$66K	–	110
2014 Q1	$66K	Buy	+1,456	New	+$63.6K	0.05%	106

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LifePlan Financial Group's ES Position: Q3 2020 in Review

LifePlan Financial Group held its Eversource Energy (ES) position steady in Q3 2020 at 5,167 shares worth $432K. The position accounts for 0.19% of the portfolio, ranked #85.

LifePlan Financial Group first reported a position in ES in Q1 2014 and has held it in 23 quarters since. The position peaked at $442K in Q3 2019. 759 funds tracked by Wall St. Rank hold ES as of Q3 2020.

LifePlan Financial Group held 5,167 shares of Eversource Energy worth $432K as of Q3 2020.
LifePlan Financial Group left its Eversource Energy share count unchanged in Q3 2020.
Eversource Energy made up 0.19% of LifePlan Financial Group's portfolio in Q3 2020, its #85 holding.
LifePlan Financial Group first reported a position in Eversource Energy in Q1 2014 and has held it in 23 quarters since.
LifePlan Financial Group's Eversource Energy position peaked at $442K in Q3 2019.
759 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.