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Stevens First Principles Investment Advisors’s Eversource Energy ES Stock Holding History

Stevens First Principles Investment Advisors’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 		– Sell
-4
Closed – – 225
2014
Q3 		$0 Hold
4
– – ﹤0.01% 235
2014
Q2 		$0 Buy
+4
New +$183 ﹤0.01% 222

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

Stevens First Principles Investment Advisors's ES Position: Q4 2014 in Review

Stevens First Principles Investment Advisors sold out of Eversource Energy (ES) in Q4 2014, closing a stake of 4 shares.

Stevens First Principles Investment Advisors first reported a position in ES in Q2 2014 and held it in 2 quarters. The position peaked at $0 in Q3 2014. 511 funds tracked by Wall St. Rank hold ES as of Q4 2014.

  • Stevens First Principles Investment Advisors reported no remaining Eversource Energy position as of Q4 2014 after selling out during the quarter.
  • Stevens First Principles Investment Advisors sold 4 Eversource Energy shares in Q4 2014.
  • Stevens First Principles Investment Advisors first reported a position in Eversource Energy in Q2 2014 and held it in 2 quarters.
  • Stevens First Principles Investment Advisors's Eversource Energy position peaked at $0 in Q3 2014.
  • 511 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2014.

Based on Stevens First Principles Investment Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.