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CIBC Bank USA’s Eversource Energy ES Stock Holding History

CIBC Bank USA’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
2018
Q1 		– Sell
-5,042
Closed -$319K – 267
2017
Q4 		$319K Buy
5,042
+373
+8% +$23.6K 0.04% 189
2017
Q3 		$282K Buy
4,669
+502
+12% +$31K 0.04% 207
2017
Q2 		$253K Buy
4,167
+13
+0.3% +$789 0.03% 226
2017
Q1 		$244K Buy
4,154
+321
+8% +$18.3K 0.03% 226
2016
Q4 		$212K Sell
3,833
-3,694
-49% -$197K 0.03% 242
2016
Q3 		$408K Buy
+7,527
New +$425K 0.06% 174

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

CIBC Bank USA's ES Position: Q1 2018 in Review

CIBC Bank USA sold out of Eversource Energy (ES) in Q1 2018, closing a stake of 5,042 shares — an estimated $319K sold.

CIBC Bank USA first reported a position in ES in Q3 2016 and held it in 6 quarters. The position peaked at $408K in Q3 2016. 622 funds tracked by Wall St. Rank hold ES as of Q1 2018.

  • CIBC Bank USA reported no remaining Eversource Energy position as of Q1 2018 after selling out during the quarter.
  • CIBC Bank USA sold 5,042 Eversource Energy shares in Q1 2018, an estimated $319K.
  • CIBC Bank USA first reported a position in Eversource Energy in Q3 2016 and held it in 6 quarters.
  • CIBC Bank USA's Eversource Energy position peaked at $408K in Q3 2016.
  • 622 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2018.

Based on CIBC Bank USA's 13F filing for Q1 2018, filed 11 Apr 2018.