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MYCIO Wealth Partners’s Eversource Energy ES Stock Holding History

MYCIO Wealth Partners’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
2016
Q4 		– Sell
-1,770
Closed -$96K – 352
2016
Q3 		$96K Hold
1,770
– – 0.02% 265
2016
Q2 		$106K Buy
1,770
+885
+100% +$50K 0.02% 254
2016
Q1 		$52K Buy
+885
New +$48.3K 0.01% 319

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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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Norges Bank
Norges Bank Oslo, Norway $935B AUM

MYCIO Wealth Partners's ES Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Eversource Energy (ES) in Q4 2016, closing a stake of 1,770 shares — an estimated $96K sold.

MYCIO Wealth Partners first reported a position in ES in Q1 2016 and held it in 3 quarters. The position peaked at $106K in Q2 2016. 586 funds tracked by Wall St. Rank hold ES as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining Eversource Energy position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 1,770 Eversource Energy shares in Q4 2016, an estimated $96K.
  • MYCIO Wealth Partners first reported a position in Eversource Energy in Q1 2016 and held it in 3 quarters.
  • MYCIO Wealth Partners's Eversource Energy position peaked at $106K in Q2 2016.
  • 586 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.