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Founders Capital Management (Texas)’s Eversource Energy ES Stock Holding History

Founders Capital Management (Texas)’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
Q3 		– Sell
-60
Closed -$4K – 310
2018
Q2 		$4K Hold
60
– – ﹤0.01% 292
2018
Q1 		$4K Hold
60
– – ﹤0.01% 333
2017
Q4 		$4K Hold
60
– – ﹤0.01% 330
2017
Q3 		$4K Hold
60
– – ﹤0.01% 331
2017
Q2 		$4K Hold
60
– – ﹤0.01% 336
2017
Q1 		$4K Buy
+60
New +$3.41K ﹤0.01% 357

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Founders Capital Management (Texas)'s ES Position: Q3 2018 in Review

Founders Capital Management (Texas) sold out of Eversource Energy (ES) in Q3 2018, closing a stake of 60 shares — an estimated $4K sold.

Founders Capital Management (Texas) first reported a position in ES in Q1 2017 and held it in 6 quarters. The position peaked at $4K in Q2 2018. 632 funds tracked by Wall St. Rank hold ES as of Q3 2018.

  • Founders Capital Management (Texas) reported no remaining Eversource Energy position as of Q3 2018 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 60 Eversource Energy shares in Q3 2018, an estimated $4K.
  • Founders Capital Management (Texas) first reported a position in Eversource Energy in Q1 2017 and held it in 6 quarters.
  • Founders Capital Management (Texas)'s Eversource Energy position peaked at $4K in Q2 2018.
  • 632 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2018.

Based on Founders Capital Management (Texas)'s 13F filing for Q3 2018, filed 5 Oct 2018.