Rehmann Capital Advisory Group’s Eversource Energy ES Stock Holding History

Rehmann Capital 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
2019 Q3	$161K	Sell	1,882 -1	-0.1%	-$79	0.02%	343
2019 Q2	$143K	Buy	1,883 +13	+0.7%	+$951	0.02%	506
2019 Q1	$133K	Hold	1,870	–	–	0.02%	517
2018 Q4	$122K	Hold	1,870	–	–	0.02%	356
2018 Q3	$115K	Hold	1,870	–	–	0.02%	545
2018 Q2	$110K	Buy	1,870 +80	+4%	+$4.61K	0.02%	539
2018 Q1	$105K	Buy	+1,790	New	+$106K	0.02%	532

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

Rehmann Capital Advisory Group's ES Position: Q3 2019 in Review

Rehmann Capital Advisory Group reduced its Eversource Energy (ES) stake by 0.05% in Q3 2019, selling an estimated $79 and leaving 1,882 shares worth $161K. The position accounts for 0.02% of the portfolio, ranked #343.

Rehmann Capital Advisory Group first reported a position in ES in Q1 2018 and has held it in 7 quarters since. 693 funds tracked by Wall St. Rank hold ES as of Q3 2019.

Rehmann Capital Advisory Group held 1,882 shares of Eversource Energy worth $161K as of Q3 2019.
Rehmann Capital Advisory Group sold 1 Eversource Energy share in Q3 2019, an estimated $79.
Eversource Energy made up 0.02% of Rehmann Capital Advisory Group's portfolio in Q3 2019, its #343 holding.
Rehmann Capital Advisory Group first reported a position in Eversource Energy in Q1 2018 and has held it in 7 quarters since.
693 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.