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Wellesley Investment Partners’s Eversource Energy ES Stock Holding History

Wellesley Investment Partners’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
Q1 		– Sell
-2,431
Closed -$206K – 108
2019
Q4 		$206K Buy
+2,431
New +$202K 0.06% 116

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Wellesley Investment Partners's ES Position: Q1 2020 in Review

Wellesley Investment Partners sold out of Eversource Energy (ES) in Q1 2020, closing a stake of 2,431 shares — an estimated $206K sold.

Wellesley Investment Partners first reported a position in ES in Q4 2019 and held it in 1 quarter. The position peaked at $206K in Q4 2019. 739 funds tracked by Wall St. Rank hold ES as of Q1 2020.

  • Wellesley Investment Partners reported no remaining Eversource Energy position as of Q1 2020 after selling out during the quarter.
  • Wellesley Investment Partners sold 2,431 Eversource Energy shares in Q1 2020, an estimated $206K.
  • Wellesley Investment Partners first reported a position in Eversource Energy in Q4 2019 and held it in 1 quarter.
  • Wellesley Investment Partners's Eversource Energy position peaked at $206K in Q4 2019.
  • 739 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2020.

Based on Wellesley Investment Partners's 13F filing for Q1 2020, filed 11 May 2020.