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Delphi Private Advisors’s Eversource Energy ES Stock Holding History

Delphi Private 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
Q1 		– Sell
-11
Closed -$1K – 167
2016
Q4 		$1K Sell
11
-20
-65% -$1.07K ﹤0.01% 216
2016
Q3 		$2K Hold
31
– – ﹤0.01% 254
2016
Q2 		$2K Buy
31
+19
+158% +$1.07K ﹤0.01% 264
2016
Q1 		$1K Buy
+12
New +$655 ﹤0.01% 264

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Delphi Private Advisors's ES Position: Q1 2017 in Review

Delphi Private Advisors sold out of Eversource Energy (ES) in Q1 2017, closing a stake of 11 shares — an estimated $1K sold.

Delphi Private Advisors first reported a position in ES in Q1 2016 and held it in 4 quarters. The position peaked at $2K in Q3 2016. 584 funds tracked by Wall St. Rank hold ES as of Q1 2017.

  • Delphi Private Advisors reported no remaining Eversource Energy position as of Q1 2017 after selling out during the quarter.
  • Delphi Private Advisors sold 11 Eversource Energy shares in Q1 2017, an estimated $1K.
  • Delphi Private Advisors first reported a position in Eversource Energy in Q1 2016 and held it in 4 quarters.
  • Delphi Private Advisors's Eversource Energy position peaked at $2K in Q3 2016.
  • 584 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2017.

Based on Delphi Private Advisors's 13F filing for Q1 2017, filed 25 Apr 2017.