Optimum Investment Advisors’s Eversource Energy ES Stock Holding History

Optimum Investment 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
2020 Q4	–	Sell	-2,000	Closed	-$167K	–	894
2020 Q3	$167K	Hold	2,000	–	–	0.06%	254
2020 Q2	$167K	Sell	2,000 -100	-5%	-$8.28K	0.06%	255
2020 Q1	$164K	Hold	2,100	–	–	0.07%	243
2019 Q4	$179K	Hold	2,100	–	–	0.05%	295
2019 Q3	$179K	Hold	2,100	–	–	0.06%	287
2019 Q2	$159K	Hold	2,100	–	–	0.05%	304
2019 Q1	$149K	Hold	2,100	–	–	0.05%	315
2018 Q4	$137K	Hold	2,100	–	–	0.05%	316
2018 Q3	$129K	Sell	2,100 -20	-0.9%	-$1.22K	0.04%	366
2018 Q2	$124K	Sell	2,120 -300	-12%	-$17.3K	0.04%	374
2018 Q1	$143K	Buy	+2,420	New	+$143K	0.04%	336

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

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Optimum Investment Advisors's ES Position: Q4 2020 in Review

Optimum Investment Advisors sold out of Eversource Energy (ES) in Q4 2020, closing a stake of 2,000 shares — an estimated $167K sold.

Optimum Investment Advisors first reported a position in ES in Q1 2018 and held it in 11 quarters. The position peaked at $179K in Q4 2019. 807 funds tracked by Wall St. Rank hold ES as of Q4 2020.

Optimum Investment Advisors reported no remaining Eversource Energy position as of Q4 2020 after selling out during the quarter.
Optimum Investment Advisors sold 2,000 Eversource Energy shares in Q4 2020, an estimated $167K.
Optimum Investment Advisors first reported a position in Eversource Energy in Q1 2018 and held it in 11 quarters.
Optimum Investment Advisors's Eversource Energy position peaked at $179K in Q4 2019.
807 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2020.

Based on Optimum Investment Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.