Ropes Wealth Advisors’s Eversource Energy ES Stock Holding History

Ropes Wealth 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
2021 Q1	–	Sell	-205	Closed	-$18K	–	418
2020 Q4	$18K	Hold	205	–	–	﹤0.01%	497
2020 Q3	$17K	Buy	+205	New	+$17.6K	﹤0.01%	460
2018 Q3	–	Sell	-1,312	Closed	-$77K	–	546
2018 Q2	$77K	Buy	1,312 +1,050	+401%	+$60.4K	0.02%	305
2018 Q1	$15K	Buy	+262	New	+$15.5K	﹤0.01%	428
2016 Q2	–	Sell	-42	Closed	-$2K	–	490
2016 Q1	$2K	Buy	+42	New	+$2.29K	﹤0.01%	383
2015 Q4	–	Sell	-1,100	Closed	-$56K	–	489
2015 Q3	$56K	Buy	+1,100	New	+$53K	0.03%	244

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

MAM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Ropes Wealth Advisors's ES Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Eversource Energy (ES) in Q1 2021, closing a stake of 205 shares — an estimated $18K sold.

Ropes Wealth Advisors first reported a position in ES in Q3 2015 and held it in 6 quarters. The position peaked at $77K in Q2 2018. 786 funds tracked by Wall St. Rank hold ES as of Q1 2021.

Ropes Wealth Advisors reported no remaining Eversource Energy position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 205 Eversource Energy shares in Q1 2021, an estimated $18K.
Ropes Wealth Advisors first reported a position in Eversource Energy in Q3 2015 and held it in 6 quarters.
Ropes Wealth Advisors's Eversource Energy position peaked at $77K in Q2 2018.
786 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.