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Windsor Capital Management’s Eversource Energy ES Stock Holding History

Windsor Capital Management’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
Q1 		– Sell
-185
Closed -$8K – 134
2013
Q4 		$8K Hold
185
– – ﹤0.01% 349
2013
Q3 		$8K Buy
+185
New +$7.83K ﹤0.01% 357

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BIT
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BFA
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Massachusetts Financial Services
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Bank of New York Mellon
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U
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Northern Trust
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Windsor Capital Management's ES Position: Q1 2014 in Review

Windsor Capital Management sold out of Eversource Energy (ES) in Q1 2014, closing a stake of 185 shares — an estimated $8K sold.

Windsor Capital Management first reported a position in ES in Q3 2013 and held it in 2 quarters. The position peaked at $8K in Q4 2013. 481 funds tracked by Wall St. Rank hold ES as of Q1 2014.

  • Windsor Capital Management reported no remaining Eversource Energy position as of Q1 2014 after selling out during the quarter.
  • Windsor Capital Management sold 185 Eversource Energy shares in Q1 2014, an estimated $8K.
  • Windsor Capital Management first reported a position in Eversource Energy in Q3 2013 and held it in 2 quarters.
  • Windsor Capital Management's Eversource Energy position peaked at $8K in Q4 2013.
  • 481 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2014.

Based on Windsor Capital Management's 13F filing for Q1 2014, filed 28 Apr 2014.