WealthOne’s Eversource Energy ES Stock Holding History

WealthOne’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
2019 Q1	–	Sell	-421	Closed	-$27K	–	211
2018 Q4	$27K	Buy	+421	New	+$27.4K	0.02%	237

Other funds holding ES

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthOne's ES Position: Q1 2019 in Review

WealthOne sold out of Eversource Energy (ES) in Q1 2019, closing a stake of 421 shares — an estimated $27K sold.

WealthOne first reported a position in ES in Q4 2018 and held it in 1 quarter. The position peaked at $27K in Q4 2018. 692 funds tracked by Wall St. Rank hold ES as of Q1 2019.

WealthOne reported no remaining Eversource Energy position as of Q1 2019 after selling out during the quarter.
WealthOne sold 421 Eversource Energy shares in Q1 2019, an estimated $27K.
WealthOne first reported a position in Eversource Energy in Q4 2018 and held it in 1 quarter.
WealthOne's Eversource Energy position peaked at $27K in Q4 2018.
692 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.