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Realta Investment Advisors’s Eversource Energy ES Stock Holding History

Realta Investment Advisors’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
2020
Q1 		– Sell
-1,087
Closed -$89K – 619
2019
Q4 		$89K Hold
1,087
– – 0.02% 533
2019
Q3 		$92K Hold
1,087
– – 0.03% 520
2019
Q2 		$82K Buy
1,087
+103
+10% +$7.54K 0.02% 552
2019
Q1 		$70K Buy
+984
New +$67.8K 0.03% 467

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Realta Investment Advisors's ES Position: Q1 2020 in Review

Realta Investment Advisors sold out of Eversource Energy (ES) in Q1 2020, closing a stake of 1,087 shares — an estimated $89K sold.

Realta Investment Advisors first reported a position in ES in Q1 2019 and held it in 4 quarters. The position peaked at $92K in Q3 2019. 739 funds tracked by Wall St. Rank hold ES as of Q1 2020.

  • Realta Investment Advisors reported no remaining Eversource Energy position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 1,087 Eversource Energy shares in Q1 2020, an estimated $89K.
  • Realta Investment Advisors first reported a position in Eversource Energy in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Eversource Energy position peaked at $92K in Q3 2019.
  • 739 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.