Moody Lynn & Lieberson’s Eversource Energy ES Stock Holding History

Moody Lynn & Lieberson’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
2017 Q2	–	Sell	-6,236	Closed	-$367K	–	219
2017 Q1	$367K	Hold	6,236	–	–	0.05%	146
2016 Q4	$344K	Hold	6,236	–	–	0.05%	147
2016 Q3	$338K	Hold	6,236	–	–	0.06%	149
2016 Q2	$374K	Hold	6,236	–	–	0.07%	126
2016 Q1	$364K	Hold	6,236	–	–	0.06%	135
2015 Q4	$318K	Hold	6,236	–	–	0.05%	150
2015 Q3	$316K	Hold	6,236	–	–	0.06%	145
2015 Q2	$283K	Buy	6,236 +532	+9%	+$25.8K	0.05%	164
2015 Q1	$288K	Hold	5,704	–	–	0.05%	163
2014 Q4	$305K	Hold	5,704	–	–	0.04%	162
2014 Q3	$253K	Hold	5,704	–	–	0.04%	168
2014 Q2	$270K	Buy	+5,704	New	+$262K	0.04%	170

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Moody Lynn & Lieberson's ES Position: Q2 2017 in Review

Moody Lynn & Lieberson sold out of Eversource Energy (ES) in Q2 2017, closing a stake of 6,236 shares — an estimated $367K sold.

Moody Lynn & Lieberson first reported a position in ES in Q2 2014 and held it in 12 quarters. The position peaked at $374K in Q2 2016. 592 funds tracked by Wall St. Rank hold ES as of Q2 2017.

Moody Lynn & Lieberson reported no remaining Eversource Energy position as of Q2 2017 after selling out during the quarter.
Moody Lynn & Lieberson sold 6,236 Eversource Energy shares in Q2 2017, an estimated $367K.
Moody Lynn & Lieberson first reported a position in Eversource Energy in Q2 2014 and held it in 12 quarters.
Moody Lynn & Lieberson's Eversource Energy position peaked at $374K in Q2 2016.
592 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2017.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2017, filed 26 Jul 2017.