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Shine Investment Advisory Services’s Eversource Energy ES Stock Holding History

Shine Investment Advisory Services’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
Q3 		$3K Hold
36
– – ﹤0.01% 672
2020
Q2 		$3K Buy
+36
New +$2.98K ﹤0.01% 685
2017
Q4 		– Sell
-55
Closed -$3K – 660
2017
Q3 		$3K Hold
55
– – ﹤0.01% 628
2017
Q2 		$3K Buy
+55
New +$3.34K ﹤0.01% 624

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Shine Investment Advisory Services's ES Position: Q3 2020 in Review

Shine Investment Advisory Services held its Eversource Energy (ES) position steady in Q3 2020 at 36 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

Shine Investment Advisory Services first reported a position in ES in Q2 2017 and has held it in 4 quarters since. 760 funds tracked by Wall St. Rank hold ES as of Q3 2020.

  • Shine Investment Advisory Services held 36 shares of Eversource Energy worth $3K as of Q3 2020.
  • Shine Investment Advisory Services left its Eversource Energy share count unchanged in Q3 2020.
  • Eversource Energy made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #672 holding.
  • Shine Investment Advisory Services first reported a position in Eversource Energy in Q2 2017 and has held it in 4 quarters since.
  • 760 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.