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Wilbanks Smith & Thomas Asset Management’s Eversource Energy ES Stock Holding History

Wilbanks Smith & Thomas Asset Management’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 		– Sell
-58
Closed -$4K – 639
2018
Q3 		$4K Buy
+58
New +$3.55K ﹤0.01% 1260

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State Street
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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

Wilbanks Smith & Thomas Asset Management's ES Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Eversource Energy (ES) in Q4 2018, closing a stake of 58 shares — an estimated $4K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in ES in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 689 funds tracked by Wall St. Rank hold ES as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Eversource Energy position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 58 Eversource Energy shares in Q4 2018, an estimated $4K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Eversource Energy in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Eversource Energy position peaked at $4K in Q3 2018.
  • 689 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.