BSA
ES icon

Braun Stacey Associates’s Eversource Energy ES Stock Holding History

Braun Stacey Associates’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
2013
Q3 		– Sell
-6,428
Closed -$270K – 155
2013
Q2 		$270K Buy
+6,428
New +$278K 0.02% 138

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Braun Stacey Associates's ES Position: Q3 2013 in Review

Braun Stacey Associates sold out of Eversource Energy (ES) in Q3 2013, closing a stake of 6,428 shares — an estimated $270K sold.

Braun Stacey Associates first reported a position in ES in Q2 2013 and held it in 1 quarter. The position peaked at $270K in Q2 2013. 458 funds tracked by Wall St. Rank hold ES as of Q3 2013.

  • Braun Stacey Associates reported no remaining Eversource Energy position as of Q3 2013 after selling out during the quarter.
  • Braun Stacey Associates sold 6,428 Eversource Energy shares in Q3 2013, an estimated $270K.
  • Braun Stacey Associates first reported a position in Eversource Energy in Q2 2013 and held it in 1 quarter.
  • Braun Stacey Associates's Eversource Energy position peaked at $270K in Q2 2013.
  • 458 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2013.

Based on Braun Stacey Associates's 13F filing for Q3 2013, filed 7 Nov 2013.