Ruggie Capital Group’s Eversource Energy ES Stock Holding History

Ruggie Capital Group’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
2018 Q1	–	Sell	-201	Closed	-$13K	–	305
2017 Q4	$13K	Buy	+201	New	+$12.7K	0.01%	206

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ruggie Capital Group's ES Position: Q1 2018 in Review

Ruggie Capital Group sold out of Eversource Energy (ES) in Q1 2018, closing a stake of 201 shares — an estimated $13K sold.

Ruggie Capital Group first reported a position in ES in Q4 2017 and held it in 1 quarter. The position peaked at $13K in Q4 2017. 622 funds tracked by Wall St. Rank hold ES as of Q1 2018.

Ruggie Capital Group reported no remaining Eversource Energy position as of Q1 2018 after selling out during the quarter.
Ruggie Capital Group sold 201 Eversource Energy shares in Q1 2018, an estimated $13K.
Ruggie Capital Group first reported a position in Eversource Energy in Q4 2017 and held it in 1 quarter.
Ruggie Capital Group's Eversource Energy position peaked at $13K in Q4 2017.
622 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2018.

Based on Ruggie Capital Group's 13F filing for Q1 2018, filed 11 Apr 2018.