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Mountain Capital Investment Advisors’s Eversource Energy ES Stock Holding History

Mountain Capital Investment Advisors’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
Q3 		– Sell
-45
Closed -$3K – 514
2017
Q2 		$3K Buy
+45
New +$2.73K ﹤0.01% 418

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mountain Capital Investment Advisors's ES Position: Q3 2017 in Review

Mountain Capital Investment Advisors sold out of Eversource Energy (ES) in Q3 2017, closing a stake of 45 shares — an estimated $3K sold.

Mountain Capital Investment Advisors first reported a position in ES in Q2 2017 and held it in 1 quarter. The position peaked at $3K in Q2 2017. 610 funds tracked by Wall St. Rank hold ES as of Q3 2017.

  • Mountain Capital Investment Advisors reported no remaining Eversource Energy position as of Q3 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 45 Eversource Energy shares in Q3 2017, an estimated $3K.
  • Mountain Capital Investment Advisors first reported a position in Eversource Energy in Q2 2017 and held it in 1 quarter.
  • Mountain Capital Investment Advisors's Eversource Energy position peaked at $3K in Q2 2017.
  • 610 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2017, filed 1 Nov 2017.