Fort Point Capital Partners’s Eversource Energy ES Stock Holding History

Fort Point Capital 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
2016 Q4	–	Sell	-3,872	Closed	-$210K	–	119
2016 Q3	$210K	Sell	3,872 -50	-1%	-$2.82K	0.1%	123
2016 Q2	$235K	Hold	3,922	–	–	0.11%	100
2016 Q1	$229K	Sell	3,922 -1,356	-26%	-$74K	0.12%	94
2015 Q4	$270K	Buy	+5,278	New	+$269K	0.14%	89

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

Norges Bank Oslo, Norway $935B AUM

Fort Point Capital Partners's ES Position: Q4 2016 in Review

Fort Point Capital Partners sold out of Eversource Energy (ES) in Q4 2016, closing a stake of 3,872 shares — an estimated $210K sold.

Fort Point Capital Partners first reported a position in ES in Q4 2015 and held it in 4 quarters. The position peaked at $270K in Q4 2015. 586 funds tracked by Wall St. Rank hold ES as of Q4 2016.

Fort Point Capital Partners reported no remaining Eversource Energy position as of Q4 2016 after selling out during the quarter.
Fort Point Capital Partners sold 3,872 Eversource Energy shares in Q4 2016, an estimated $210K.
Fort Point Capital Partners first reported a position in Eversource Energy in Q4 2015 and held it in 4 quarters.
Fort Point Capital Partners's Eversource Energy position peaked at $270K in Q4 2015.
586 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2016.

Based on Fort Point Capital Partners's 13F filing for Q4 2016, filed 14 Feb 2017.