Torch Wealth Management’s Eversource Energy ES Stock Holding History

Torch Wealth Management’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
2016 Q2	–	Sell	-42,650	Closed	-$2.49M	–	97
2016 Q1	$2.49M	Buy	42,650 +500	+1%	+$27.3K	1.87%	13
2015 Q4	$2.15M	Buy	+42,150	New	+$2.14M	1.57%	17

Other funds holding ES

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Torch Wealth Management's ES Position: Q2 2016 in Review

Torch Wealth Management sold out of Eversource Energy (ES) in Q2 2016, closing a stake of 42,650 shares — an estimated $2.49M sold.

Torch Wealth Management first reported a position in ES in Q4 2015 and held it in 2 quarters. The position peaked at $2.49M in Q1 2016. 580 funds tracked by Wall St. Rank hold ES as of Q2 2016.

Torch Wealth Management reported no remaining Eversource Energy position as of Q2 2016 after selling out during the quarter.
Torch Wealth Management sold 42,650 Eversource Energy shares in Q2 2016, an estimated $2.49M.
Torch Wealth Management first reported a position in Eversource Energy in Q4 2015 and held it in 2 quarters.
Torch Wealth Management's Eversource Energy position peaked at $2.49M in Q1 2016.
580 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2016.

Based on Torch Wealth Management's 13F filing for Q2 2016, filed 22 Jul 2016.