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Monroe Bank & Trust’s Eversource Energy ES Stock Holding History

Monroe Bank & Trust’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
2014
Q3 		– Sell
-100
Closed -$5K – 178
2014
Q2 		$5K Hold
100
– – ﹤0.01% 296
2014
Q1 		$5K Buy
+100
New +$4.37K ﹤0.01% 296

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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Monroe Bank & Trust's ES Position: Q3 2014 in Review

Monroe Bank & Trust sold out of Eversource Energy (ES) in Q3 2014, closing a stake of 100 shares — an estimated $5K sold.

Monroe Bank & Trust first reported a position in ES in Q1 2014 and held it in 2 quarters. The position peaked at $5K in Q2 2014. 486 funds tracked by Wall St. Rank hold ES as of Q3 2014.

  • Monroe Bank & Trust reported no remaining Eversource Energy position as of Q3 2014 after selling out during the quarter.
  • Monroe Bank & Trust sold 100 Eversource Energy shares in Q3 2014, an estimated $5K.
  • Monroe Bank & Trust first reported a position in Eversource Energy in Q1 2014 and held it in 2 quarters.
  • Monroe Bank & Trust's Eversource Energy position peaked at $5K in Q2 2014.
  • 486 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2014.

Based on Monroe Bank & Trust's 13F filing for Q3 2014, filed 12 Nov 2014.