Security National Bank of Sioux City Iowa’s Eversource Energy ES Stock Holding History

Security National Bank of Sioux City Iowa’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 Q4	–	Sell	-2,476	Closed	-$212K	–	97
2019 Q3	$212K	Buy	+2,476	New	+$197K	0.24%	84
2018 Q1	–	Sell	-3,246	Closed	-$205K	–	80
2017 Q4	$205K	Sell	3,246 -420	-11%	-$26.6K	0.19%	80
2017 Q3	$222K	Sell	3,666 -750	-17%	-$46.3K	0.22%	74
2017 Q2	$268K	Hold	4,416	–	–	0.26%	75
2017 Q1	$260K	Sell	4,416 -220	-5%	-$12.5K	0.26%	78
2016 Q4	$256K	Hold	4,636	–	–	0.27%	72
2016 Q3	$251K	Hold	4,636	–	–	0.28%	71
2016 Q2	$278K	Sell	4,636 -175	-4%	-$9.9K	0.31%	68
2016 Q1	$281K	Sell	4,811 -200	-4%	-$10.9K	0.33%	66
2015 Q4	$256K	Hold	5,011	–	–	0.25%	71
2015 Q3	$254K	Hold	5,011	–	–	0.3%	67
2015 Q2	$228K	Hold	5,011	–	–	0.25%	69
2015 Q1	$253K	Hold	5,011	–	–	0.27%	69
2014 Q4	$268K	Hold	5,011	–	–	0.3%	70
2014 Q3	$222K	Hold	5,011	–	–	0.25%	74
2014 Q2	$237K	Hold	5,011	–	–	0.27%	71
2014 Q1	$228K	Hold	5,011	–	–	0.27%	71
2013 Q4	$212K	Hold	5,011	–	–	0.26%	71
2013 Q3	$207K	Hold	5,011	–	–	0.3%	67
2013 Q2	$211K	Buy	+5,011	New	+$217K	0.33%	67

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Security National Bank of Sioux City Iowa's ES Position: Q4 2019 in Review

Security National Bank of Sioux City Iowa sold out of Eversource Energy (ES) in Q4 2019, closing a stake of 2,476 shares — an estimated $212K sold.

Security National Bank of Sioux City Iowa first reported a position in ES in Q2 2013 and held it in 20 quarters. The position peaked at $281K in Q1 2016. 759 funds tracked by Wall St. Rank hold ES as of Q4 2019.

Security National Bank of Sioux City Iowa reported no remaining Eversource Energy position as of Q4 2019 after selling out during the quarter.
Security National Bank of Sioux City Iowa sold 2,476 Eversource Energy shares in Q4 2019, an estimated $212K.
Security National Bank of Sioux City Iowa first reported a position in Eversource Energy in Q2 2013 and held it in 20 quarters.
Security National Bank of Sioux City Iowa's Eversource Energy position peaked at $281K in Q1 2016.
759 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2019.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q4 2019, filed 13 Feb 2020.