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Tiedemann Advisors’s Eversource Energy ES Stock Holding History

Tiedemann 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
-2,609
Closed -$226K – 335
2020
Q4 		$226K Sell
2,609
-25,553
-91% -$2.28M 0.01% 288
2020
Q3 		$2.35M Sell
28,162
-18,022
-39% -$1.54M 0.11% 117
2020
Q2 		$3.85M Buy
46,184
+11,907
+35% +$986K 0.2% 73
2020
Q1 		$2.68M Sell
34,277
-21,204
-38% -$1.86M 0.17% 86
2019
Q4 		$4.72M Sell
55,481
-3,817
-6% -$317K 0.23% 71
2019
Q3 		$5.07M Buy
59,298
+1,938
+3% +$154K 0.24% 71
2019
Q2 		$4.34M Sell
57,360
-4,918
-8% -$360K 0.22% 75
2019
Q1 		$4.42M Buy
62,278
+9,198
+17% +$633K 0.21% 80
2018
Q4 		$3.45M Sell
53,080
-2,200
-4% -$143K 0.18% 90
2018
Q3 		$3.4M Buy
55,280
+2,700
+5% +$165K 0.2% 82
2018
Q2 		$3.08M Buy
52,580
+32,330
+160% +$1.86M 0.2% 82
2018
Q1 		$1.19M Sell
20,250
-32,840
-62% -$1.94M 0.08% 132
2017
Q4 		$3.35M Buy
53,090
+7,830
+17% +$495K 0.26% 57
2017
Q3 		$2.73M Buy
45,260
+1,095
+2% +$67.6K 0.25% 77
2017
Q2 		$2.68M Buy
44,165
+4
+0% +$243 0.19% 100
2017
Q1 		$2.6M Buy
+44,161
New +$2.51M 0.22% 97

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Tiedemann Advisors's ES Position: Q1 2021 in Review

Tiedemann Advisors sold out of Eversource Energy (ES) in Q1 2021, closing a stake of 2,609 shares — an estimated $226K sold.

Tiedemann Advisors first reported a position in ES in Q1 2017 and held it in 16 quarters. The position peaked at $5.07M in Q3 2019. 786 funds tracked by Wall St. Rank hold ES as of Q1 2021.

  • Tiedemann Advisors reported no remaining Eversource Energy position as of Q1 2021 after selling out during the quarter.
  • Tiedemann Advisors sold 2,609 Eversource Energy shares in Q1 2021, an estimated $226K.
  • Tiedemann Advisors first reported a position in Eversource Energy in Q1 2017 and held it in 16 quarters.
  • Tiedemann Advisors's Eversource Energy position peaked at $5.07M in Q3 2019.
  • 786 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2021.

Based on Tiedemann Advisors's 13F filing for Q1 2021, filed 13 May 2021.