Baird’s Eversource Energy ES Stock Holding History

Baird’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
2015 Q1	$956K	Sell	18,923 -60	-0.3%	-$3.16K	0.01%	762
2014 Q4	$1.02M	Buy	18,983 +110	+0.6%	+$5.49K	0.01%	732
2014 Q3	$836K	Sell	18,873 -258	-1%	-$11.6K	0.01%	713
2014 Q2	$904K	Sell	19,131 -829	-4%	-$38K	0.01%	701
2014 Q1	$908K	Buy	19,960 +183	+0.9%	+$7.99K	0.01%	654
2013 Q4	$838K	Sell	19,777 -870	-4%	-$36.5K	0.01%	670
2013 Q3	$852K	Hold	20,647	–	–	0.02%	632
2013 Q2	$868K	Buy	+20,647	New	+$893K	0.02%	605

Other funds holding ES

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Baird's ES Position: Q1 2015 in Review

Baird reduced its Eversource Energy (ES) stake by 0.32% in Q1 2015, selling an estimated $3.16K and leaving 18,923 shares worth $956K. The position accounts for 0.01% of the portfolio, ranked #762.

Baird first reported a position in ES in Q2 2013 and has held it in 8 quarters since. The position peaked at $1.02M in Q4 2014. 471 funds tracked by Wall St. Rank hold ES as of Q1 2015.

Baird held 18,923 shares of Eversource Energy worth $956K as of Q1 2015.
Baird sold 60 Eversource Energy shares in Q1 2015, an estimated $3.16K.
Eversource Energy made up 0.01% of Baird's portfolio in Q1 2015, its #762 holding.
Baird first reported a position in Eversource Energy in Q2 2013 and has held it in 8 quarters since.
Baird's Eversource Energy position peaked at $1.02M in Q4 2014.
471 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.