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Robert N. Shapiro’s Eversource Energy ES Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$35K Buy
659
+8
+1% +$399 0.01% 515
2014
Q3 		$29K Hold
651
– – 0.01% 568
2014
Q2 		$31K Hold
651
– – 0.01% 535
2014
Q1 		$30K Hold
651
– – 0.01% 526
2013
Q4 		$28K Sell
651
-6
-0.9% -$252 0.01% 549
2013
Q3 		$27K Hold
657
– – ﹤0.01% 732
2013
Q2 		$27K Buy
+657
New +$28.4K 0.01% 681

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Robert N. Shapiro's ES Position: Q4 2014 in Review

Robert N. Shapiro increased its Eversource Energy (ES) stake by 1.2% in Q4 2014, buying an estimated $399 and bringing the position to 659 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #515.

Robert N. Shapiro first reported a position in ES in Q2 2013 and has held it in 7 quarters since. 511 funds tracked by Wall St. Rank hold ES as of Q4 2014.

  • Robert N. Shapiro held 659 shares of Eversource Energy worth $35K as of Q4 2014.
  • Robert N. Shapiro bought 8 Eversource Energy shares in Q4 2014, an estimated $399.
  • Eversource Energy made up 0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #515 holding.
  • Robert N. Shapiro first reported a position in Eversource Energy in Q2 2013 and has held it in 7 quarters since.
  • 511 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.