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Lourd Capital’s Eversource Energy ES Stock Holding History

Lourd Capital’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
-3,562
Closed -$232K – 180
2018
Q4 		$232K Buy
3,562
+5
+0.1% +$326 0.02% 245
2018
Q3 		$219K Buy
+3,557
New +$218K 0.01% 289
2018
Q1 		– Sell
-3,978
Closed -$251K – 185
2017
Q4 		$251K Buy
+3,978
New +$251K 0.02% 278

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

Lourd Capital's ES Position: Q1 2019 in Review

Lourd Capital sold out of Eversource Energy (ES) in Q1 2019, closing a stake of 3,562 shares — an estimated $232K sold.

Lourd Capital first reported a position in ES in Q4 2017 and held it in 3 quarters. The position peaked at $251K in Q4 2017. 691 funds tracked by Wall St. Rank hold ES as of Q1 2019.

  • Lourd Capital reported no remaining Eversource Energy position as of Q1 2019 after selling out during the quarter.
  • Lourd Capital sold 3,562 Eversource Energy shares in Q1 2019, an estimated $232K.
  • Lourd Capital first reported a position in Eversource Energy in Q4 2017 and held it in 3 quarters.
  • Lourd Capital's Eversource Energy position peaked at $251K in Q4 2017.
  • 691 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.