CIM
ES icon

Cambria Investment Management’s Eversource Energy ES Stock Holding History

Cambria 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
2017
Q4 		– Sell
-9,473
Closed -$573K – 201
2017
Q3 		$573K Buy
+9,473
New +$584K 0.09% 189

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

Cambria Investment Management's ES Position: Q4 2017 in Review

Cambria Investment Management sold out of Eversource Energy (ES) in Q4 2017, closing a stake of 9,473 shares — an estimated $573K sold.

Cambria Investment Management first reported a position in ES in Q3 2017 and held it in 1 quarter. The position peaked at $573K in Q3 2017. 641 funds tracked by Wall St. Rank hold ES as of Q4 2017.

  • Cambria Investment Management reported no remaining Eversource Energy position as of Q4 2017 after selling out during the quarter.
  • Cambria Investment Management sold 9,473 Eversource Energy shares in Q4 2017, an estimated $573K.
  • Cambria Investment Management first reported a position in Eversource Energy in Q3 2017 and held it in 1 quarter.
  • Cambria Investment Management's Eversource Energy position peaked at $573K in Q3 2017.
  • 641 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2017.

Based on Cambria Investment Management's 13F filing for Q4 2017, filed 12 Feb 2018.