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Polaris Wealth Advisory Group’s Eversource Energy ES Stock Holding History

Polaris Wealth Advisory 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
2018
Q4 		– Sell
-520
Closed -$32K – 241
2018
Q3 		$32K Buy
+520
New +$31.8K ﹤0.01% 285

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polaris Wealth Advisory Group's ES Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Eversource Energy (ES) in Q4 2018, closing a stake of 520 shares — an estimated $32K sold.

Polaris Wealth Advisory Group first reported a position in ES in Q3 2018 and held it in 1 quarter. The position peaked at $32K in Q3 2018. 689 funds tracked by Wall St. Rank hold ES as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Eversource Energy position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 520 Eversource Energy shares in Q4 2018, an estimated $32K.
  • Polaris Wealth Advisory Group first reported a position in Eversource Energy in Q3 2018 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Eversource Energy position peaked at $32K in Q3 2018.
  • 689 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.