US Financial Advisors’s Eversource Energy ES Stock Holding History

US 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
2016 Q2	–	Sell	-1,658	Closed	-$97K	–	144
2016 Q1	$97K	Hold	1,658	–	–	0.17%	63
2015 Q4	$85K	Hold	1,658	–	–	0.08%	98
2015 Q3	$84K	Buy	1,658 +1,644	+11,743%	+$79.2K	0.14%	78
2015 Q2	$1K	Buy	+14	New	+$679	﹤0.01%	444

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

US Financial Advisors's ES Position: Q2 2016 in Review

US Financial Advisors sold out of Eversource Energy (ES) in Q2 2016, closing a stake of 1,658 shares — an estimated $97K sold.

US Financial Advisors first reported a position in ES in Q2 2015 and held it in 4 quarters. The position peaked at $97K in Q1 2016. 580 funds tracked by Wall St. Rank hold ES as of Q2 2016.

US Financial Advisors reported no remaining Eversource Energy position as of Q2 2016 after selling out during the quarter.
US Financial Advisors sold 1,658 Eversource Energy shares in Q2 2016, an estimated $97K.
US Financial Advisors first reported a position in Eversource Energy in Q2 2015 and held it in 4 quarters.
US Financial Advisors's Eversource Energy position peaked at $97K in Q1 2016.
580 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.