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Banyan Partners’s Eversource Energy ES Stock Holding History

Banyan 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
2014
Q3 		$279K Hold
6,288
– – 0.02% 352
2014
Q2 		$297K Hold
6,288
– – 0.03% 349
2014
Q1 		$286K Hold
6,288
– – 0.02% 348
2013
Q4 		$267K Hold
6,288
– – 0.02% 369
2013
Q3 		$259K Buy
+6,288
New +$266K 0.02% 281

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Banyan Partners's ES Position: Q3 2014 in Review

Banyan Partners held its Eversource Energy (ES) position steady in Q3 2014 at 6,288 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #352.

Banyan Partners first reported a position in ES in Q3 2013 and has held it in 5 quarters since. The position peaked at $297K in Q2 2014. 486 funds tracked by Wall St. Rank hold ES as of Q3 2014.

  • Banyan Partners held 6,288 shares of Eversource Energy worth $279K as of Q3 2014.
  • Banyan Partners left its Eversource Energy share count unchanged in Q3 2014.
  • Eversource Energy made up 0.02% of Banyan Partners's portfolio in Q3 2014, its #352 holding.
  • Banyan Partners first reported a position in Eversource Energy in Q3 2013 and has held it in 5 quarters since.
  • Banyan Partners's Eversource Energy position peaked at $297K in Q2 2014.
  • 486 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.