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Gryphon Financial Partners’s Eversource Energy ES Stock Holding History

Gryphon Financial Partners’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
-106
Closed -$6K – 372
2018
Q2 		$6K Sell
106
-11
-9% -$633 ﹤0.01% 618
2018
Q1 		$7K Sell
117
-46
-28% -$2.72K ﹤0.01% 598
2017
Q4 		$10K Buy
+163
New +$10.3K 0.01% 539

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Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
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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

Gryphon Financial Partners's ES Position: Q3 2018 in Review

Gryphon Financial Partners sold out of Eversource Energy (ES) in Q3 2018, closing a stake of 106 shares — an estimated $6K sold.

Gryphon Financial Partners first reported a position in ES in Q4 2017 and held it in 3 quarters. The position peaked at $10K in Q4 2017. 632 funds tracked by Wall St. Rank hold ES as of Q3 2018.

  • Gryphon Financial Partners reported no remaining Eversource Energy position as of Q3 2018 after selling out during the quarter.
  • Gryphon Financial Partners sold 106 Eversource Energy shares in Q3 2018, an estimated $6K.
  • Gryphon Financial Partners first reported a position in Eversource Energy in Q4 2017 and held it in 3 quarters.
  • Gryphon Financial Partners's Eversource Energy position peaked at $10K in Q4 2017.
  • 632 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2018.

Based on Gryphon Financial Partners's 13F filing for Q3 2018, filed 6 Nov 2018.