V Wealth Advisors’s Eversource Energy ES Stock Holding History

V Wealth 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 Q2	–	Sell	-2,931	Closed	-$229K	–	358
2020 Q1	$229K	Sell	2,931 -831	-22%	-$72.9K	0.07%	270
2019 Q4	$322K	Hold	3,762	–	–	0.12%	194
2019 Q3	$322K	Buy	3,762 +14	+0.4%	+$1.11K	0.12%	193
2019 Q2	$286K	Sell	3,748 -46	-1%	-$3.37K	0.11%	198
2019 Q1	$272K	Buy	+3,794	New	+$261K	0.11%	191

Other funds holding ES

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

V Wealth Advisors's ES Position: Q2 2020 in Review

V Wealth Advisors sold out of Eversource Energy (ES) in Q2 2020, closing a stake of 2,931 shares — an estimated $229K sold.

V Wealth Advisors first reported a position in ES in Q1 2019 and held it in 5 quarters. The position peaked at $322K in Q4 2019. 743 funds tracked by Wall St. Rank hold ES as of Q2 2020.

V Wealth Advisors reported no remaining Eversource Energy position as of Q2 2020 after selling out during the quarter.
V Wealth Advisors sold 2,931 Eversource Energy shares in Q2 2020, an estimated $229K.
V Wealth Advisors first reported a position in Eversource Energy in Q1 2019 and held it in 5 quarters.
V Wealth Advisors's Eversource Energy position peaked at $322K in Q4 2019.
743 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2020.

Based on V Wealth Advisors's 13F filing for Q2 2020, filed 29 Jul 2020.