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MU Investments Company’s Eversource Energy ES Stock Holding History

MU Investments Company’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
Q1 		– Sell
-650
Closed -$37K – 175
2016
Q4 		$36K Sell
650
-350
-35% -$18.7K 0.03% 163
2016
Q3 		$55K Sell
1,000
-1,200
-55% -$67.7K 0.04% 164
2016
Q2 		$129K Sell
2,200
-1,200
-35% -$67.9K 0.09% 134
2016
Q1 		$199K Hold
3,400
– – 0.13% 135
2015
Q4 		$176K Sell
3,400
-600
-15% -$30.5K 0.1% 161
2015
Q3 		$197K Buy
+4,000
New +$193K 0.11% 177

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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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MU Investments Company's ES Position: Q1 2017 in Review

MU Investments Company sold out of Eversource Energy (ES) in Q1 2017, closing a stake of 650 shares — an estimated $37K sold.

MU Investments Company first reported a position in ES in Q3 2015 and held it in 6 quarters. The position peaked at $199K in Q1 2016. 584 funds tracked by Wall St. Rank hold ES as of Q1 2017.

  • MU Investments Company reported no remaining Eversource Energy position as of Q1 2017 after selling out during the quarter.
  • MU Investments Company sold 650 Eversource Energy shares in Q1 2017, an estimated $37K.
  • MU Investments Company first reported a position in Eversource Energy in Q3 2015 and held it in 6 quarters.
  • MU Investments Company's Eversource Energy position peaked at $199K in Q1 2016.
  • 584 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2017.

Based on MU Investments Company's 13F filing for Q1 2017, filed 17 Apr 2017.