Wealthcare Advisory Partners’s Eversource Energy ES Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-431	Closed	-$37K	–	931
2021 Q1	$37K	Buy	+431	New	+$36.6K	﹤0.01%	978
2020 Q2	–	Sell	-83	Closed	-$6K	–	622
2020 Q1	$6K	Buy	83 +13	+19%	+$1.14K	﹤0.01%	1046
2019 Q4	$6K	Hold	70	–	–	﹤0.01%	1059
2019 Q3	$6K	Hold	70	–	–	﹤0.01%	1026
2019 Q2	$5K	Hold	70	–	–	﹤0.01%	1050
2019 Q1	$5K	Hold	70	–	–	﹤0.01%	960
2018 Q4	$5K	Hold	70	–	–	﹤0.01%	926
2018 Q3	$4K	Hold	70	–	–	﹤0.01%	1025
2018 Q2	$4K	Hold	70	–	–	﹤0.01%	1014
2018 Q1	$4K	Sell	70 -103	-60%	-$6.09K	﹤0.01%	859
2017 Q4	$11K	Buy	173 +103	+147%	+$6.51K	﹤0.01%	657
2017 Q3	$4K	Buy	70 +69	+6,900%	+$4.26K	﹤0.01%	675
2017 Q2	$0	Hold	1	–	–	﹤0.01%	114
2017 Q1	$0	Hold	1	–	–	﹤0.01%	115
2016 Q4	$0	Hold	1	–	–	﹤0.01%	110
2016 Q3	$0	Hold	1	–	–	﹤0.01%	98
2016 Q2	$0	Buy	+1	New	+$57	﹤0.01%	116

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

Wealthcare Advisory Partners's ES Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Eversource Energy (ES) in Q2 2021, closing a stake of 431 shares — an estimated $37K sold.

Wealthcare Advisory Partners first reported a position in ES in Q2 2016 and held it in 17 quarters. The position peaked at $37K in Q1 2021. 774 funds tracked by Wall St. Rank hold ES as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Eversource Energy position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 431 Eversource Energy shares in Q2 2021, an estimated $37K.
Wealthcare Advisory Partners first reported a position in Eversource Energy in Q2 2016 and held it in 17 quarters.
Wealthcare Advisory Partners's Eversource Energy position peaked at $37K in Q1 2021.
774 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.