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BRC Investment Management’s Eversource Energy ES Stock Holding History

BRC Investment Management’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
Q4 		– Sell
-9,650
Closed -$398K – 144
2013
Q3 		$398K Buy
+9,650
New +$408K 0.06% 129

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Wells Fargo
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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
U
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BRC Investment Management's ES Position: Q4 2013 in Review

BRC Investment Management sold out of Eversource Energy (ES) in Q4 2013, closing a stake of 9,650 shares — an estimated $398K sold.

BRC Investment Management first reported a position in ES in Q3 2013 and held it in 1 quarter. The position peaked at $398K in Q3 2013. 469 funds tracked by Wall St. Rank hold ES as of Q4 2013.

  • BRC Investment Management reported no remaining Eversource Energy position as of Q4 2013 after selling out during the quarter.
  • BRC Investment Management sold 9,650 Eversource Energy shares in Q4 2013, an estimated $398K.
  • BRC Investment Management first reported a position in Eversource Energy in Q3 2013 and held it in 1 quarter.
  • BRC Investment Management's Eversource Energy position peaked at $398K in Q3 2013.
  • 469 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2013.

Based on BRC Investment Management's 13F filing for Q4 2013, filed 23 Jan 2014.