Santori & Peters Inc’s Eversource Energy ES Stock Holding History

Santori & Peters Inc’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	-363	Closed	-$20K	–	217
2017 Q4	$20K	Buy	+363	New	+$22.9K	0.02%	197

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

Santori & Peters Inc's ES Position: Q1 2018 in Review

Santori & Peters Inc sold out of Eversource Energy (ES) in Q1 2018, closing a stake of 363 shares — an estimated $20K sold.

Santori & Peters Inc first reported a position in ES in Q4 2017 and held it in 1 quarter. The position peaked at $20K in Q4 2017. 622 funds tracked by Wall St. Rank hold ES as of Q1 2018.

Santori & Peters Inc reported no remaining Eversource Energy position as of Q1 2018 after selling out during the quarter.
Santori & Peters Inc sold 363 Eversource Energy shares in Q1 2018, an estimated $20K.
Santori & Peters Inc first reported a position in Eversource Energy in Q4 2017 and held it in 1 quarter.
Santori & Peters Inc's Eversource Energy position peaked at $20K in Q4 2017.
622 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2018.

Based on Santori & Peters Inc's 13F filing for Q1 2018, filed 16 Apr 2018.