Bristlecone Advisors’s Eversource Energy ES Stock Holding History

Bristlecone Advisors’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	–	Sell	-865	Closed	-$52K	–	181
2017 Q3	$52K	Buy	+865	New	+$53.4K	0.02%	193

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Bristlecone Advisors's ES Position: Q4 2017 in Review

Bristlecone Advisors sold out of Eversource Energy (ES) in Q4 2017, closing a stake of 865 shares — an estimated $52K sold.

Bristlecone Advisors first reported a position in ES in Q3 2017 and held it in 1 quarter. The position peaked at $52K in Q3 2017. 641 funds tracked by Wall St. Rank hold ES as of Q4 2017.

Bristlecone Advisors reported no remaining Eversource Energy position as of Q4 2017 after selling out during the quarter.
Bristlecone Advisors sold 865 Eversource Energy shares in Q4 2017, an estimated $52K.
Bristlecone Advisors first reported a position in Eversource Energy in Q3 2017 and held it in 1 quarter.
Bristlecone Advisors's Eversource Energy position peaked at $52K in Q3 2017.
641 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2017.

Based on Bristlecone Advisors's 13F filing for Q4 2017, filed 30 Jan 2018.