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Tower View Wealth Management’s Eversource Energy ES Stock Holding History

Tower View 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
2018
Q4 		– Sell
-546
Closed -$34K – 147
2018
Q3 		$34K Hold
546
– – 0.03% 102
2018
Q2 		$32K Hold
546
– – 0.03% 100
2018
Q1 		$32K Hold
546
– – 0.03% 99
2017
Q4 		$34K Buy
+546
New +$34.5K 0.03% 102

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tower View Wealth Management's ES Position: Q4 2018 in Review

Tower View Wealth Management sold out of Eversource Energy (ES) in Q4 2018, closing a stake of 546 shares — an estimated $34K sold.

Tower View Wealth Management first reported a position in ES in Q4 2017 and held it in 4 quarters. The position peaked at $34K in Q3 2018. 689 funds tracked by Wall St. Rank hold ES as of Q4 2018.

  • Tower View Wealth Management reported no remaining Eversource Energy position as of Q4 2018 after selling out during the quarter.
  • Tower View Wealth Management sold 546 Eversource Energy shares in Q4 2018, an estimated $34K.
  • Tower View Wealth Management first reported a position in Eversource Energy in Q4 2017 and held it in 4 quarters.
  • Tower View Wealth Management's Eversource Energy position peaked at $34K in Q3 2018.
  • 689 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2018.

Based on Tower View Wealth Management's 13F filing for Q4 2018, filed 4 Jan 2019.