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Fort Washington Investment Advisors’s Eversource Energy ES Stock Holding History

Fort Washington Investment 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
2018
Q1 		– Sell
-4,855
Closed -$307K – 569
2017
Q4 		$307K Hold
4,855
– – ﹤0.01% 529
2017
Q3 		$293K Sell
4,855
-160
-3% -$9.87K ﹤0.01% 463
2017
Q2 		$304K Hold
5,015
– – ﹤0.01% 434
2017
Q1 		$295K Sell
5,015
-1,050
-17% -$59.7K ﹤0.01% 439
2016
Q4 		$335K Hold
6,065
– – 0.01% 430
2016
Q3 		$329K Buy
6,065
+500
+9% +$28.2K 0.01% 391
2016
Q2 		$333K Buy
+5,565
New +$315K 0.01% 402

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

Fort Washington Investment Advisors's ES Position: Q1 2018 in Review

Fort Washington Investment Advisors sold out of Eversource Energy (ES) in Q1 2018, closing a stake of 4,855 shares — an estimated $307K sold.

Fort Washington Investment Advisors first reported a position in ES in Q2 2016 and held it in 7 quarters. The position peaked at $335K in Q4 2016. 622 funds tracked by Wall St. Rank hold ES as of Q1 2018.

  • Fort Washington Investment Advisors reported no remaining Eversource Energy position as of Q1 2018 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 4,855 Eversource Energy shares in Q1 2018, an estimated $307K.
  • Fort Washington Investment Advisors first reported a position in Eversource Energy in Q2 2016 and held it in 7 quarters.
  • Fort Washington Investment Advisors's Eversource Energy position peaked at $335K in Q4 2016.
  • 622 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2018.

Based on Fort Washington Investment Advisors's 13F filing for Q1 2018, filed 2 May 2018.