Capital Research Global Investors
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Capital Research Global Investors’s Eversource Energy ES Stock Holding History

Capital Research Global Investors’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
2014
Q2 		– Sell
-182,000
Closed -$8.28M – 441
2014
Q1 		$8.28M Hold
182,000
– – ﹤0.01% 403
2013
Q4 		$7.71M Buy
+182,000
New +$7.64M ﹤0.01% 413

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors's ES Position: Q2 2014 in Review

Capital Research Global Investors sold out of Eversource Energy (ES) in Q2 2014, closing a stake of 182,000 shares — an estimated $8.28M sold.

Capital Research Global Investors first reported a position in ES in Q4 2013 and held it in 2 quarters. The position peaked at $8.28M in Q1 2014. 496 funds tracked by Wall St. Rank hold ES as of Q2 2014.

  • Capital Research Global Investors reported no remaining Eversource Energy position as of Q2 2014 after selling out during the quarter.
  • Capital Research Global Investors sold 182,000 Eversource Energy shares in Q2 2014, an estimated $8.28M.
  • Capital Research Global Investors first reported a position in Eversource Energy in Q4 2013 and held it in 2 quarters.
  • Capital Research Global Investors's Eversource Energy position peaked at $8.28M in Q1 2014.
  • 496 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2014.

Based on Capital Research Global Investors's 13F filing for Q2 2014, filed 14 Aug 2014.