RIM
ES icon

Rampart Investment Management’s Eversource Energy ES Stock Holding History

Rampart Investment Management’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
2020
Q3 		– Sell
-4,462
Closed -$372K – 447
2020
Q2 		$372K Buy
4,462
+1,836
+70% +$152K 0.06% 299
2020
Q1 		$205K Sell
2,626
-14,423
-85% -$1.27M 0.1% 186
2019
Q4 		$1.45M Sell
17,049
-3,642
-18% -$303K 0.18% 165
2019
Q3 		$1.77M Sell
20,691
-2,801
-12% -$223K 0.22% 139
2019
Q2 		$1.78M Sell
23,492
-807
-3% -$59K 0.21% 144
2019
Q1 		$1.72M Sell
24,299
-21
-0.1% -$1.45K 0.2% 160
2018
Q4 		$1.58M Buy
24,320
+15,261
+168% +$994K 0.44% 60
2018
Q3 		$217K Buy
9,059
+5,840
+181% +$357K 0.09% 232
2018
Q2 		$189K Sell
3,219
-160
-5% -$9.21K 0.02% 456
2018
Q1 		$199K Sell
3,379
-479
-12% -$28.3K 0.02% 454
2017
Q4 		$244K Sell
3,858
-497
-11% -$31.4K 0.09% 243
2017
Q3 		$263K Buy
4,355
+248
+6% +$15.3K 0.09% 248
2017
Q2 		$249K Buy
4,107
+3,234
+370% +$196K 0.09% 248
2017
Q1 		$51K Buy
+873
New +$49.6K 0.02% 260

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $344B AUM 42.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Rampart Investment Management's ES Position: Q3 2020 in Review

Rampart Investment Management sold out of Eversource Energy (ES) in Q3 2020, closing a stake of 4,462 shares — an estimated $372K sold.

Rampart Investment Management first reported a position in ES in Q1 2017 and held it in 14 quarters. The position peaked at $1.78M in Q2 2019. 760 funds tracked by Wall St. Rank hold ES as of Q3 2020.

  • Rampart Investment Management reported no remaining Eversource Energy position as of Q3 2020 after selling out during the quarter.
  • Rampart Investment Management sold 4,462 Eversource Energy shares in Q3 2020, an estimated $372K.
  • Rampart Investment Management first reported a position in Eversource Energy in Q1 2017 and held it in 14 quarters.
  • Rampart Investment Management's Eversource Energy position peaked at $1.78M in Q2 2019.
  • 760 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2020.

Based on Rampart Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.