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Guardian Investor Services’s Eversource Energy ES Stock Holding History

Guardian Investor Services’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
2015
Q1 		$111K Hold
2,191
– – 0.09% 270
2014
Q4 		$117K Sell
2,191
-50
-2% -$2.49K 0.09% 261
2014
Q3 		$99K Sell
2,241
-106
-5% -$4.77K 0.08% 286
2014
Q2 		$111K Sell
2,347
-83
-3% -$3.81K 0.09% 282
2014
Q1 		$111K Sell
2,430
-91
-4% -$3.97K 0.09% 283
2013
Q4 		$107K Hold
2,521
– – 0.08% 298
2013
Q3 		$104K Sell
2,521
-33
-1% -$1.4K 0.09% 286
2013
Q2 		$107K Buy
+2,554
New +$110K 0.09% 265

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Guardian Investor Services's ES Position: Q1 2015 in Review

Guardian Investor Services held its Eversource Energy (ES) position steady in Q1 2015 at 2,191 shares worth $111K. The position accounts for 0.09% of the portfolio, ranked #270.

Guardian Investor Services first reported a position in ES in Q2 2013 and has held it in 8 quarters since. The position peaked at $117K in Q4 2014. 472 funds tracked by Wall St. Rank hold ES as of Q1 2015.

  • Guardian Investor Services held 2,191 shares of Eversource Energy worth $111K as of Q1 2015.
  • Guardian Investor Services left its Eversource Energy share count unchanged in Q1 2015.
  • Eversource Energy made up 0.09% of Guardian Investor Services's portfolio in Q1 2015, its #270 holding.
  • Guardian Investor Services first reported a position in Eversource Energy in Q2 2013 and has held it in 8 quarters since.
  • Guardian Investor Services's Eversource Energy position peaked at $117K in Q4 2014.
  • 472 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.