Index Management Solutions’s Eversource Energy ES Stock Holding History

Index Management Solutions’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 Q3	$72K	Buy	1,416 +95	+7%	+$4.58K	0.07%	97
2015 Q2	$60K	Buy	1,321 +516	+64%	+$25K	0.06%	185
2015 Q1	$41K	Sell	805 -63	-7%	-$3.31K	0.03%	164
2014 Q4	$46K	Sell	868 -1,311	-60%	-$65.4K	0.01%	382
2014 Q3	$97K	Buy	2,179 +618	+40%	+$27.8K	0.01%	754
2014 Q2	$74K	Buy	1,561 +428	+38%	+$19.6K	0.01%	756
2014 Q1	$52K	Sell	1,133 -443	-28%	-$19.3K	0.01%	799
2013 Q4	$67K	Buy	1,576 +192	+14%	+$8.06K	0.02%	363
2013 Q3	$57K	Buy	+1,384	New	+$58.5K	0.02%	388

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Index Management Solutions's ES Position: Q3 2015 in Review

Index Management Solutions increased its Eversource Energy (ES) stake by 7.2% in Q3 2015, buying an estimated $4.58K and bringing the position to 1,416 shares worth $72K. The position accounts for 0.07% of the portfolio, ranked #97.

Index Management Solutions first reported a position in ES in Q3 2013 and has held it in 9 quarters since. The position peaked at $97K in Q3 2014. 500 funds tracked by Wall St. Rank hold ES as of Q3 2015.

Index Management Solutions held 1,416 shares of Eversource Energy worth $72K as of Q3 2015.
Index Management Solutions bought 95 Eversource Energy shares in Q3 2015, an estimated $4.58K.
Eversource Energy made up 0.07% of Index Management Solutions's portfolio in Q3 2015, its #97 holding.
Index Management Solutions first reported a position in Eversource Energy in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's Eversource Energy position peaked at $97K in Q3 2014.
500 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.