YorkBridge Wealth Partners’s Eversource Energy ES Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-67	Closed	-$5K	–	320
2019 Q2	$5K	Hold	67	–	–	﹤0.01%	657
2019 Q1	$5K	Hold	67	–	–	﹤0.01%	654
2018 Q4	$4K	Hold	67	–	–	﹤0.01%	646
2018 Q3	$4K	Sell	67 -2,024	-97%	-$124K	﹤0.01%	667
2018 Q2	$123K	Hold	2,091	–	–	0.05%	255
2018 Q1	$123K	Hold	2,091	–	–	0.06%	259
2017 Q4	$122K	Sell	2,091 -123	-6%	-$7.78K	0.06%	247
2017 Q3	$134K	Hold	2,214	–	–	0.07%	222
2017 Q2	$134K	Hold	2,214	–	–	0.07%	213
2017 Q1	$131K	Sell	2,214 -42	-2%	-$2.39K	0.07%	210
2016 Q4	$119K	Buy	+2,256	New	+$121K	0.07%	215

Other funds holding ES

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CSIA

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

YorkBridge Wealth Partners's ES Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Eversource Energy (ES) in Q3 2019, closing a stake of 67 shares — an estimated $5K sold.

YorkBridge Wealth Partners first reported a position in ES in Q4 2016 and held it in 11 quarters. The position peaked at $134K in Q3 2017. 693 funds tracked by Wall St. Rank hold ES as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Eversource Energy position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 67 Eversource Energy shares in Q3 2019, an estimated $5K.
YorkBridge Wealth Partners first reported a position in Eversource Energy in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Eversource Energy position peaked at $134K in Q3 2017.
693 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.