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WealthTrust-Arizona’s Eversource Energy ES Stock Holding History

WealthTrust-Arizona’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
Q4 		$20K Buy
301
+1
+0.3% +$65 0.01% 264
2018
Q3 		$18K Buy
300
+64
+27% +$3.92K 0.01% 300
2018
Q2 		$14K Buy
+236
New +$13.6K 0.01% 333

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthTrust-Arizona's ES Position: Q4 2018 in Review

WealthTrust-Arizona increased its Eversource Energy (ES) stake by 0.33% in Q4 2018, buying an estimated $65 and bringing the position to 301 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #264.

WealthTrust-Arizona first reported a position in ES in Q2 2018 and has held it in 3 quarters since. 689 funds tracked by Wall St. Rank hold ES as of Q4 2018.

  • WealthTrust-Arizona held 301 shares of Eversource Energy worth $20K as of Q4 2018.
  • WealthTrust-Arizona bought 1 Eversource Energy share in Q4 2018, an estimated $65.
  • Eversource Energy made up 0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #264 holding.
  • WealthTrust-Arizona first reported a position in Eversource Energy in Q2 2018 and has held it in 3 quarters since.
  • 689 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.