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Fortis Capital Management’s Eversource Energy ES Stock Holding History

Fortis Capital 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
2020
Q3 		– Sell
-23,000
Closed -$1.92M – 88
2020
Q2 		$1.92M Buy
+23,000
New +$1.9M 2.16% 8

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MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fortis Capital Management's ES Position: Q3 2020 in Review

Fortis Capital Management sold out of Eversource Energy (ES) in Q3 2020, closing a stake of 23,000 shares — an estimated $1.92M sold.

Fortis Capital Management first reported a position in ES in Q2 2020 and held it in 1 quarter. The position peaked at $1.92M in Q2 2020. 759 funds tracked by Wall St. Rank hold ES as of Q3 2020.

  • Fortis Capital Management reported no remaining Eversource Energy position as of Q3 2020 after selling out during the quarter.
  • Fortis Capital Management sold 23,000 Eversource Energy shares in Q3 2020, an estimated $1.92M.
  • Fortis Capital Management first reported a position in Eversource Energy in Q2 2020 and held it in 1 quarter.
  • Fortis Capital Management's Eversource Energy position peaked at $1.92M in Q2 2020.
  • 759 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2020.

Based on Fortis Capital Management's 13F filing for Q3 2020, filed 12 Nov 2020.