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Bellwether Investment Group’s Eversource Energy ES Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-1,562
Closed -$92K – 237
2017
Q1 		$92K Sell
1,562
-558
-26% -$31.7K 0.24% 96
2016
Q4 		$117K Buy
+2,120
New +$113K 0.11% 185
2016
Q2 		$132K Buy
+2,198
New +$124K 0.14% 153

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Bellwether Investment Group's ES Position: Q2 2017 in Review

Bellwether Investment Group sold out of Eversource Energy (ES) in Q2 2017, closing a stake of 1,562 shares — an estimated $92K sold.

Bellwether Investment Group first reported a position in ES in Q2 2016 and held it in 3 quarters. The position peaked at $132K in Q2 2016. 592 funds tracked by Wall St. Rank hold ES as of Q2 2017.

  • Bellwether Investment Group reported no remaining Eversource Energy position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 1,562 Eversource Energy shares in Q2 2017, an estimated $92K.
  • Bellwether Investment Group first reported a position in Eversource Energy in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Eversource Energy position peaked at $132K in Q2 2016.
  • 592 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.