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Lehman Financial Resources’s Eversource Energy ES Stock Holding History

Lehman Financial Resources’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
Q4 		– Sell
-59
Closed -$2K – 144
2015
Q3 		$2K Buy
+59
New +$2.84K ﹤0.01% 410

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Bank of New York Mellon
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Lehman Financial Resources's ES Position: Q4 2015 in Review

Lehman Financial Resources sold out of Eversource Energy (ES) in Q4 2015, closing a stake of 59 shares — an estimated $2K sold.

Lehman Financial Resources first reported a position in ES in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 544 funds tracked by Wall St. Rank hold ES as of Q4 2015.

  • Lehman Financial Resources reported no remaining Eversource Energy position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 59 Eversource Energy shares in Q4 2015, an estimated $2K.
  • Lehman Financial Resources first reported a position in Eversource Energy in Q3 2015 and held it in 1 quarter.
  • Lehman Financial Resources's Eversource Energy position peaked at $2K in Q3 2015.
  • 544 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.