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PRW Wealth Management’s Eversource Energy ES Stock Holding History

PRW 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
-21
Closed -$1K – 260
2019
Q1 		$1K Hold
21
– – ﹤0.01% 585
2018
Q4 		$1K Buy
+21
New +$1.37K ﹤0.01% 583

Other funds holding ES

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
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

PRW Wealth Management's ES Position: Q2 2019 in Review

PRW Wealth Management sold out of Eversource Energy (ES) in Q2 2019, closing a stake of 21 shares — an estimated $1K sold.

PRW Wealth Management first reported a position in ES in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 684 funds tracked by Wall St. Rank hold ES as of Q2 2019.

  • PRW Wealth Management reported no remaining Eversource Energy position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 21 Eversource Energy shares in Q2 2019, an estimated $1K.
  • PRW Wealth Management first reported a position in Eversource Energy in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Eversource Energy position peaked at $1K in Q1 2019.
  • 684 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.