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Regal Investment Advisors’s Eversource Energy ES Stock Holding History

Regal 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
2015
Q3 		– Sell
-500
Closed -$22K – 1061
2015
Q2 		$22K Hold
500
– – 0.01% 539
2015
Q1 		$25K Hold
500
– – 0.01% 534
2014
Q4 		$27K Hold
500
– – 0.01% 485
2014
Q3 		$22K Hold
500
– – 0.01% 535
2014
Q2 		$24K Hold
500
– – 0.01% 511
2014
Q1 		$23K Hold
500
– – 0.01% 480
2013
Q4 		$21K Sell
500
-183
-27% -$7.68K 0.01% 437
2013
Q3 		$28K Buy
683
+420
+160% +$17.8K 0.02% 404
2013
Q2 		$11K Buy
+263
New +$11.4K 0.01% 565

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Regal Investment Advisors's ES Position: Q3 2015 in Review

Regal Investment Advisors sold out of Eversource Energy (ES) in Q3 2015, closing a stake of 500 shares — an estimated $22K sold.

Regal Investment Advisors first reported a position in ES in Q2 2013 and held it in 9 quarters. The position peaked at $28K in Q3 2013. 500 funds tracked by Wall St. Rank hold ES as of Q3 2015.

  • Regal Investment Advisors reported no remaining Eversource Energy position as of Q3 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 500 Eversource Energy shares in Q3 2015, an estimated $22K.
  • Regal Investment Advisors first reported a position in Eversource Energy in Q2 2013 and held it in 9 quarters.
  • Regal Investment Advisors's Eversource Energy position peaked at $28K in Q3 2013.
  • 500 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2015.

Based on Regal Investment Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.