Founders Bank & Trust’s Eversource Energy ES Stock Holding History

Founders Bank & Trust’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
2014 Q4	$453K	Sell	8,473 -150	-2%	-$7.48K	0.24%	68
2014 Q3	$382K	Hold	8,623	–	–	0.21%	69
2014 Q2	$408K	Hold	8,623	–	–	0.23%	65
2014 Q1	$392K	Sell	8,623 -372	-4%	-$16.2K	0.23%	67
2013 Q4	$388K	Hold	8,995	–	–	0.22%	61
2013 Q3	$371K	Sell	8,995 -504	-5%	-$21.3K	0.19%	61
2013 Q2	$399K	Buy	+9,499	New	+$411K	0.21%	55

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Founders Bank & Trust's ES Position: Q4 2014 in Review

Founders Bank & Trust reduced its Eversource Energy (ES) stake by 1.7% in Q4 2014, selling an estimated $7.48K and leaving 8,473 shares worth $453K. The position accounts for 0.24% of the portfolio, ranked #68.

Founders Bank & Trust first reported a position in ES in Q2 2013 and has held it in 7 quarters since. 511 funds tracked by Wall St. Rank hold ES as of Q4 2014.

Founders Bank & Trust held 8,473 shares of Eversource Energy worth $453K as of Q4 2014.
Founders Bank & Trust sold 150 Eversource Energy shares in Q4 2014, an estimated $7.48K.
Eversource Energy made up 0.24% of Founders Bank & Trust's portfolio in Q4 2014, its #68 holding.
Founders Bank & Trust first reported a position in Eversource Energy in Q2 2013 and has held it in 7 quarters since.
511 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.