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Foresters Investment Management’s Eversource Energy ES Stock Holding History

Foresters 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
2019
Q3 		– Sell
-49,031
Closed -$3.71M – 300
2019
Q2 		$3.71M Buy
49,031
+5,031
+11% +$368K 0.07% 300
2019
Q1 		$3.12M Buy
+44,000
New +$3.03M 0.05% 311
2018
Q1 		– Sell
-2,027
Closed -$128K – 448
2017
Q4 		$128K Buy
2,027
+141
+7% +$8.91K ﹤0.01% 544
2017
Q3 		$114K Hold
1,886
– – ﹤0.01% 530
2017
Q2 		$114K Buy
+1,886
New +$115K ﹤0.01% 526

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Foresters Investment Management's ES Position: Q3 2019 in Review

Foresters Investment Management sold out of Eversource Energy (ES) in Q3 2019, closing a stake of 49,031 shares — an estimated $3.71M sold.

Foresters Investment Management first reported a position in ES in Q2 2017 and held it in 5 quarters. The position peaked at $3.71M in Q2 2019. 693 funds tracked by Wall St. Rank hold ES as of Q3 2019.

  • Foresters Investment Management reported no remaining Eversource Energy position as of Q3 2019 after selling out during the quarter.
  • Foresters Investment Management sold 49,031 Eversource Energy shares in Q3 2019, an estimated $3.71M.
  • Foresters Investment Management first reported a position in Eversource Energy in Q2 2017 and held it in 5 quarters.
  • Foresters Investment Management's Eversource Energy position peaked at $3.71M in Q2 2019.
  • 693 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.