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Peachtree Investment Partners’s Eversource Energy ES Stock Holding History

Peachtree Investment Partners’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
Q4 		– Sell
-2,899
Closed -$248K – 84
2019
Q3 		$248K Sell
2,899
-1,446
-33% -$115K 0.2% 57
2019
Q2 		$329K Buy
+4,345
New +$318K 0.26% 57

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MAM
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T. Rowe Price Associates
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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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Peachtree Investment Partners's ES Position: Q4 2019 in Review

Peachtree Investment Partners sold out of Eversource Energy (ES) in Q4 2019, closing a stake of 2,899 shares — an estimated $248K sold.

Peachtree Investment Partners first reported a position in ES in Q2 2019 and held it in 2 quarters. The position peaked at $329K in Q2 2019. 758 funds tracked by Wall St. Rank hold ES as of Q4 2019.

  • Peachtree Investment Partners reported no remaining Eversource Energy position as of Q4 2019 after selling out during the quarter.
  • Peachtree Investment Partners sold 2,899 Eversource Energy shares in Q4 2019, an estimated $248K.
  • Peachtree Investment Partners first reported a position in Eversource Energy in Q2 2019 and held it in 2 quarters.
  • Peachtree Investment Partners's Eversource Energy position peaked at $329K in Q2 2019.
  • 758 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2019.

Based on Peachtree Investment Partners's 13F filing for Q4 2019, filed 4 Feb 2020.