Proficio Capital Partners’s Eversource Energy ES Stock Holding History

Proficio Capital 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 Q3	–	Sell	-97	Closed	-$7K	–	580
2019 Q2	$7K	Buy	97 +24	+33%	+$1.76K	﹤0.01%	1075
2019 Q1	$5K	Hold	73	–	–	﹤0.01%	1100
2018 Q4	$5K	Hold	73	–	–	﹤0.01%	858
2018 Q3	$4K	Buy	73 +18	+33%	+$1.1K	﹤0.01%	985
2018 Q2	$3K	Sell	55 -22	-29%	-$1.27K	﹤0.01%	1069
2018 Q1	$5K	Buy	77 +42	+120%	+$2.48K	﹤0.01%	999
2017 Q4	$2K	Hold	35	–	–	﹤0.01%	1104
2017 Q3	$2K	Sell	35 -6	-15%	-$370	﹤0.01%	1090
2017 Q2	$3K	Sell	41 -11	-21%	-$668	﹤0.01%	1036
2017 Q1	$3K	Sell	52 -2	-4%	-$114	﹤0.01%	1067
2016 Q4	$3K	Buy	+54	New	+$2.89K	﹤0.01%	835
2016 Q3	–	Sell	-19	Closed	-$1K	–	1106
2016 Q2	$1K	Sell	19 -96	-83%	-$5.43K	﹤0.01%	894
2016 Q1	$7K	Sell	115 -47	-29%	-$2.56K	0.01%	459
2015 Q4	$8K	Buy	+162	New	+$8.24K	0.01%	307

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

MAM

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Proficio Capital Partners's ES Position: Q3 2019 in Review

Proficio Capital Partners sold out of Eversource Energy (ES) in Q3 2019, closing a stake of 97 shares — an estimated $7K sold.

Proficio Capital Partners first reported a position in ES in Q4 2015 and held it in 14 quarters. The position peaked at $8K in Q4 2015. 693 funds tracked by Wall St. Rank hold ES as of Q3 2019.

Proficio Capital Partners reported no remaining Eversource Energy position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 97 Eversource Energy shares in Q3 2019, an estimated $7K.
Proficio Capital Partners first reported a position in Eversource Energy in Q4 2015 and held it in 14 quarters.
Proficio Capital Partners's Eversource Energy position peaked at $8K in Q4 2015.
693 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.