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Franklin, Parlapiano, Turner & Welch’s Eversource Energy ES Stock Holding History

Franklin, Parlapiano, Turner & Welch’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
Q1 		– Sell
-51,915
Closed -$2.2M – 47
2013
Q4 		$2.2M Buy
51,915
+2,107
+4% +$88.5K 1.52% 24
2013
Q3 		$2.06M Buy
49,808
+6,771
+16% +$286K 1.51% 23
2013
Q2 		$1.81M Buy
+43,037
New +$1.86M 1.54% 21

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch's ES Position: Q1 2014 in Review

Franklin, Parlapiano, Turner & Welch sold out of Eversource Energy (ES) in Q1 2014, closing a stake of 51,915 shares — an estimated $2.2M sold.

Franklin, Parlapiano, Turner & Welch first reported a position in ES in Q2 2013 and held it in 3 quarters. The position peaked at $2.2M in Q4 2013. 481 funds tracked by Wall St. Rank hold ES as of Q1 2014.

  • Franklin, Parlapiano, Turner & Welch reported no remaining Eversource Energy position as of Q1 2014 after selling out during the quarter.
  • Franklin, Parlapiano, Turner & Welch sold 51,915 Eversource Energy shares in Q1 2014, an estimated $2.2M.
  • Franklin, Parlapiano, Turner & Welch first reported a position in Eversource Energy in Q2 2013 and held it in 3 quarters.
  • Franklin, Parlapiano, Turner & Welch's Eversource Energy position peaked at $2.2M in Q4 2013.
  • 481 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2014.

Based on Franklin, Parlapiano, Turner & Welch's 13F filing for Q1 2014, filed 2 Jun 2017.