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WFG Advisors’s Eversource Energy ES Stock Holding History

WFG 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
2017
Q2 		$149K Buy
2,460
+1,380
+128% +$83.8K 0.03% 434
2017
Q1 		$64K Sell
1,080
-571
-35% -$32.5K 0.02% 598
2016
Q4 		$91K Sell
1,651
-411
-20% -$22K 0.02% 547
2016
Q3 		$112K Buy
2,062
+68
+3% +$3.84K 0.03% 490
2016
Q2 		$119K Buy
1,994
+145
+8% +$8.2K 0.03% 457
2016
Q1 		$108K Buy
1,849
+1,059
+134% +$57.8K 0.03% 454
2015
Q4 		$40K Sell
790
-61
-7% -$3.1K 0.01% 719
2015
Q3 		$43K Buy
851
+201
+31% +$9.68K 0.01% 693
2015
Q2 		$30K Buy
650
+1
+0.2% +$48 0.01% 865
2015
Q1 		$33K Buy
649
+1
+0.2% +$53 0.01% 835
2014
Q4 		$35K Sell
648
-783
-55% -$39K 0.01% 1014
2014
Q3 		$63K Buy
1,431
+4
+0.3% +$180 0.01% 834
2014
Q2 		$67K Buy
1,427
+327
+30% +$15K 0.01% 803
2014
Q1 		$50K Sell
1,100
-942
-46% -$41.1K 0.01% 911
2013
Q4 		$87K Buy
2,042
+4
+0.2% +$168 0.01% 795
2013
Q3 		$84K Buy
2,038
+1,127
+124% +$47.7K 0.01% 752
2013
Q2 		$38K Buy
+911
New +$39.4K 0.01% 991

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WFG Advisors's ES Position: Q2 2017 in Review

WFG Advisors increased its Eversource Energy (ES) stake by 128% in Q2 2017, buying an estimated $83.8K and bringing the position to 2,460 shares worth $149K. The position accounts for 0.03% of the portfolio, ranked #434.

WFG Advisors first reported a position in ES in Q2 2013 and has held it in 17 quarters since. 592 funds tracked by Wall St. Rank hold ES as of Q2 2017.

  • WFG Advisors held 2,460 shares of Eversource Energy worth $149K as of Q2 2017.
  • WFG Advisors bought 1,380 Eversource Energy shares in Q2 2017, an estimated $83.8K.
  • Eversource Energy made up 0.03% of WFG Advisors's portfolio in Q2 2017, its #434 holding.
  • WFG Advisors first reported a position in Eversource Energy in Q2 2013 and has held it in 17 quarters since.
  • 592 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.