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Willingdon Wealth Management’s Eversource Energy ES Stock Holding History

Willingdon Wealth 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
2019
Q4 		– Sell
-13
Closed -$1K – 423
2019
Q3 		$1K Buy
+13
New +$1.03K ﹤0.01% 404

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Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Willingdon Wealth Management's ES Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Eversource Energy (ES) in Q4 2019, closing a stake of 13 shares — an estimated $1K sold.

Willingdon Wealth Management first reported a position in ES in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 758 funds tracked by Wall St. Rank hold ES as of Q4 2019.

  • Willingdon Wealth Management reported no remaining Eversource Energy position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 13 Eversource Energy shares in Q4 2019, an estimated $1K.
  • Willingdon Wealth Management first reported a position in Eversource Energy in Q3 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's Eversource Energy position peaked at $1K in Q3 2019.
  • 758 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.