IberiaBank’s Eversource Energy ES Stock Holding History

IberiaBank’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
2019 Q1	–	Sell	-3,095	Closed	-$201K	–	256
2018 Q4	$201K	Sell	3,095 -643	-17%	-$41.9K	0.03%	238
2018 Q3	$230K	Buy	+3,738	New	+$229K	0.03%	262

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IberiaBank's ES Position: Q1 2019 in Review

IberiaBank sold out of Eversource Energy (ES) in Q1 2019, closing a stake of 3,095 shares — an estimated $201K sold.

IberiaBank first reported a position in ES in Q3 2018 and held it in 2 quarters. The position peaked at $230K in Q3 2018. 691 funds tracked by Wall St. Rank hold ES as of Q1 2019.

IberiaBank reported no remaining Eversource Energy position as of Q1 2019 after selling out during the quarter.
IberiaBank sold 3,095 Eversource Energy shares in Q1 2019, an estimated $201K.
IberiaBank first reported a position in Eversource Energy in Q3 2018 and held it in 2 quarters.
IberiaBank's Eversource Energy position peaked at $230K in Q3 2018.
691 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2019.

Based on IberiaBank's 13F filing for Q1 2019, filed 22 Apr 2019.