FP
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FDO Partners’s Eversource Energy ES Stock Holding History

FDO Partners’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
-62,327
Closed -$3.77M – 195
2017
Q3 		$3.77M Buy
+62,327
New +$3.84M 1.51% 7
2016
Q2 		– Sell
-8,293
Closed -$484K – 216
2016
Q1 		$484K Buy
+8,293
New +$452K 0.31% 124

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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

FDO Partners's ES Position: Q4 2017 in Review

FDO Partners sold out of Eversource Energy (ES) in Q4 2017, closing a stake of 62,327 shares — an estimated $3.77M sold.

FDO Partners first reported a position in ES in Q1 2016 and held it in 2 quarters. The position peaked at $3.77M in Q3 2017. 641 funds tracked by Wall St. Rank hold ES as of Q4 2017.

  • FDO Partners reported no remaining Eversource Energy position as of Q4 2017 after selling out during the quarter.
  • FDO Partners sold 62,327 Eversource Energy shares in Q4 2017, an estimated $3.77M.
  • FDO Partners first reported a position in Eversource Energy in Q1 2016 and held it in 2 quarters.
  • FDO Partners's Eversource Energy position peaked at $3.77M in Q3 2017.
  • 641 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2017.

Based on FDO Partners's 13F filing for Q4 2017, filed 13 Feb 2018.