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Wealthfront’s Eversource Energy ES Stock Holding History

Wealthfront’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
Q3 		$1.08M Sell
17,580
-152
-0.9% -$9.3K 0.01% 244
2018
Q2 		$1.04M Sell
17,732
-9,543
-35% -$549K 0.01% 244
2018
Q1 		$1.61M Buy
27,275
+10,480
+62% +$620K 0.02% 162
2017
Q4 		$1.06M Buy
16,795
+8,023
+91% +$507K 0.01% 217
2017
Q3 		$530K Buy
8,772
+387
+5% +$23.9K 0.01% 315
2017
Q2 		$509K Buy
8,385
+1,794
+27% +$109K 0.01% 264
2017
Q1 		$387K Buy
6,591
+1,302
+25% +$74K 0.01% 277
2016
Q4 		$292K Buy
5,289
+193
+4% +$10.3K 0.01% 296
2016
Q3 		$276K Buy
5,096
+197
+4% +$11.1K 0.01% 291
2016
Q2 		$293K Buy
4,899
+192
+4% +$10.9K 0.01% 263
2016
Q1 		$275K Buy
+4,707
New +$257K 0.01% 253
2015
Q4 		– Sell
-3,409
Closed -$173K – 510
2015
Q3 		$173K Buy
3,409
+1,282
+60% +$61.8K 0.01% 303
2015
Q2 		$97K Buy
2,127
+316
+17% +$15.3K ﹤0.01% 404
2015
Q1 		$91K Buy
1,811
+550
+44% +$28.9K ﹤0.01% 399
2014
Q4 		$67K Buy
1,261
+380
+43% +$18.9K ﹤0.01% 428
2014
Q3 		$39K Sell
881
-43
-5% -$1.93K ﹤0.01% 447
2014
Q2 		$42K Buy
924
+359
+64% +$16.5K ﹤0.01% 400
2014
Q1 		$25K Buy
+565
New +$24.7K ﹤0.01% 392

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wealthfront's ES Position: Q3 2018 in Review

Wealthfront reduced its Eversource Energy (ES) stake by 0.86% in Q3 2018, selling an estimated $9.3K and leaving 17,580 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #244.

Wealthfront first reported a position in ES in Q1 2014 and has held it in 18 quarters since. The position peaked at $1.61M in Q1 2018. 633 funds tracked by Wall St. Rank hold ES as of Q3 2018.

  • Wealthfront held 17,580 shares of Eversource Energy worth $1.08M as of Q3 2018.
  • Wealthfront sold 152 Eversource Energy shares in Q3 2018, an estimated $9.3K.
  • Eversource Energy made up 0.01% of Wealthfront's portfolio in Q3 2018, its #244 holding.
  • Wealthfront first reported a position in Eversource Energy in Q1 2014 and has held it in 18 quarters since.
  • Wealthfront's Eversource Energy position peaked at $1.61M in Q1 2018.
  • 633 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.