Parisi Gray Wealth Management’s Eversource Energy ES Stock Holding History

Parisi Gray 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
2019 Q2	–	Sell	-39	Closed	-$3K	–	218
2019 Q1	$3K	Hold	39	–	–	﹤0.01%	486
2018 Q4	$3K	Hold	39	–	–	﹤0.01%	513
2018 Q3	$2K	Hold	39	–	–	﹤0.01%	542
2018 Q2	$2K	Hold	39	–	–	﹤0.01%	558
2018 Q1	$2K	Hold	39	–	–	﹤0.01%	564
2017 Q4	$2K	Buy	+39	New	+$2.47K	﹤0.01%	604

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

Parisi Gray Wealth Management's ES Position: Q2 2019 in Review

Parisi Gray Wealth Management sold out of Eversource Energy (ES) in Q2 2019, closing a stake of 39 shares — an estimated $3K sold.

Parisi Gray Wealth Management first reported a position in ES in Q4 2017 and held it in 6 quarters. The position peaked at $3K in Q1 2019. 684 funds tracked by Wall St. Rank hold ES as of Q2 2019.

Parisi Gray Wealth Management reported no remaining Eversource Energy position as of Q2 2019 after selling out during the quarter.
Parisi Gray Wealth Management sold 39 Eversource Energy shares in Q2 2019, an estimated $3K.
Parisi Gray Wealth Management first reported a position in Eversource Energy in Q4 2017 and held it in 6 quarters.
Parisi Gray Wealth Management's Eversource Energy position peaked at $3K in Q1 2019.
684 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2019.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.