AIM
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Arcadia Investment Management’s Eversource Energy ES Stock Holding History

Arcadia Investment 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
-209
Closed -$13K – 292
2018
Q3 		$13K Hold
209
– – ﹤0.01% 294
2018
Q2 		$12K Hold
209
– – ﹤0.01% 304
2018
Q1 		$12K Hold
209
– – ﹤0.01% 310
2017
Q4 		$13K Hold
209
– – ﹤0.01% 318
2017
Q3 		$13K Hold
209
– – ﹤0.01% 326
2017
Q2 		$13K Buy
+209
New +$12.7K ﹤0.01% 312

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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

Arcadia Investment Management's ES Position: Q4 2018 in Review

Arcadia Investment Management sold out of Eversource Energy (ES) in Q4 2018, closing a stake of 209 shares — an estimated $13K sold.

Arcadia Investment Management first reported a position in ES in Q2 2017 and held it in 6 quarters. The position peaked at $13K in Q3 2018. 689 funds tracked by Wall St. Rank hold ES as of Q4 2018.

  • Arcadia Investment Management reported no remaining Eversource Energy position as of Q4 2018 after selling out during the quarter.
  • Arcadia Investment Management sold 209 Eversource Energy shares in Q4 2018, an estimated $13K.
  • Arcadia Investment Management first reported a position in Eversource Energy in Q2 2017 and held it in 6 quarters.
  • Arcadia Investment Management's Eversource Energy position peaked at $13K in Q3 2018.
  • 689 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2018.

Based on Arcadia Investment Management's 13F filing for Q4 2018, filed 17 Jan 2019.