BTIS
ES icon

BB&T Investment Services’s Eversource Energy ES Stock Holding History

BB&T Investment Services’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
2017
Q4 		$34K Hold
531
– – 0.01% 650
2017
Q3 		$32K Buy
531
+24
+5% +$1.48K 0.01% 607
2017
Q2 		$31K Sell
507
-448
-47% -$27.2K 0.01% 562
2017
Q1 		$56K Buy
955
+4
+0.4% +$227 0.02% 349
2016
Q4 		$53K Buy
+951
New +$50.8K 0.04% 289

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

BB&T Investment Services's ES Position: Q4 2017 in Review

BB&T Investment Services held its Eversource Energy (ES) position steady in Q4 2017 at 531 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #650.

BB&T Investment Services first reported a position in ES in Q4 2016 and has held it in 5 quarters since. The position peaked at $56K in Q1 2017. 642 funds tracked by Wall St. Rank hold ES as of Q4 2017.

  • BB&T Investment Services held 531 shares of Eversource Energy worth $34K as of Q4 2017.
  • BB&T Investment Services left its Eversource Energy share count unchanged in Q4 2017.
  • Eversource Energy made up 0.01% of BB&T Investment Services's portfolio in Q4 2017, its #650 holding.
  • BB&T Investment Services first reported a position in Eversource Energy in Q4 2016 and has held it in 5 quarters since.
  • BB&T Investment Services's Eversource Energy position peaked at $56K in Q1 2017.
  • 642 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.