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Ipswich Investment Management’s Eversource Energy ES Stock Holding History

Ipswich Investment Management’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
-1,184
Closed -$77K – 244
2018
Q4 		$77K Buy
+1,184
New +$77.1K 0.03% 236
2016
Q3 		– Sell
-3,395
Closed -$203K – 133
2016
Q2 		$203K Hold
3,395
– – 0.1% 125
2016
Q1 		$195K Buy
+3,395
New +$185K 0.09% 123

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
American Century Companies
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ipswich Investment Management's ES Position: Q1 2019 in Review

Ipswich Investment Management sold out of Eversource Energy (ES) in Q1 2019, closing a stake of 1,184 shares — an estimated $77K sold.

Ipswich Investment Management first reported a position in ES in Q1 2016 and held it in 3 quarters. The position peaked at $203K in Q2 2016. 691 funds tracked by Wall St. Rank hold ES as of Q1 2019.

  • Ipswich Investment Management reported no remaining Eversource Energy position as of Q1 2019 after selling out during the quarter.
  • Ipswich Investment Management sold 1,184 Eversource Energy shares in Q1 2019, an estimated $77K.
  • Ipswich Investment Management first reported a position in Eversource Energy in Q1 2016 and held it in 3 quarters.
  • Ipswich Investment Management's Eversource Energy position peaked at $203K in Q2 2016.
  • 691 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2019.

Based on Ipswich Investment Management's 13F filing for Q1 2019, filed 12 Apr 2019.