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Ground Swell Capital’s Eversource Energy ES Stock Holding History

Ground Swell Capital’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
Q3 		$24K Buy
534
+180
+51% +$8.1K 0.05% 451
2014
Q2 		$17K Buy
+354
New +$16.2K 0.03% 476

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Ground Swell Capital's ES Position: Q3 2014 in Review

Ground Swell Capital increased its Eversource Energy (ES) stake by 51% in Q3 2014, buying an estimated $8.1K and bringing the position to 534 shares worth $24K. The position accounts for 0.05% of the portfolio, ranked #451.

Ground Swell Capital first reported a position in ES in Q2 2014 and has held it in 2 quarters since. 486 funds tracked by Wall St. Rank hold ES as of Q3 2014.

  • Ground Swell Capital held 534 shares of Eversource Energy worth $24K as of Q3 2014.
  • Ground Swell Capital bought 180 Eversource Energy shares in Q3 2014, an estimated $8.1K.
  • Eversource Energy made up 0.05% of Ground Swell Capital's portfolio in Q3 2014, its #451 holding.
  • Ground Swell Capital first reported a position in Eversource Energy in Q2 2014 and has held it in 2 quarters since.
  • 486 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.