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Tobias Financial Advisors’s Eversource Energy ES Stock Holding History

Tobias Financial 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
2020
Q1 		– Sell
-99
Closed -$8K – 119
2019
Q4 		$8K Buy
+99
New +$8.23K 0.01% 192

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Tobias Financial Advisors's ES Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Eversource Energy (ES) in Q1 2020, closing a stake of 99 shares — an estimated $8K sold.

Tobias Financial Advisors first reported a position in ES in Q4 2019 and held it in 1 quarter. The position peaked at $8K in Q4 2019. 739 funds tracked by Wall St. Rank hold ES as of Q1 2020.

  • Tobias Financial Advisors reported no remaining Eversource Energy position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 99 Eversource Energy shares in Q1 2020, an estimated $8K.
  • Tobias Financial Advisors first reported a position in Eversource Energy in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's Eversource Energy position peaked at $8K in Q4 2019.
  • 739 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.