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Winton Capital Management’s Eversource Energy ES Stock Holding History

Winton 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 		$872K Sell
19,175
-381,022
-95% -$16.6M 0.01% 542
2013
Q4 		$17M Sell
400,197
-68,747
-15% -$2.89M 0.15% 247
2013
Q3 		$19.3M Buy
468,944
+188,632
+67% +$7.98M 0.23% 163
2013
Q2 		$11.8M Buy
+280,312
New +$12.1M 0.14% 242

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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Winton Capital Management's ES Position: Q1 2014 in Review

Winton Capital Management reduced its Eversource Energy (ES) stake by 95% in Q1 2014, selling an estimated $16.6M and leaving 19,175 shares worth $872K. The position accounts for 0.01% of the portfolio, ranked #542.

Winton Capital Management first reported a position in ES in Q2 2013 and has held it in 4 quarters since. The position peaked at $19.3M in Q3 2013. 482 funds tracked by Wall St. Rank hold ES as of Q1 2014.

  • Winton Capital Management held 19,175 shares of Eversource Energy worth $872K as of Q1 2014.
  • Winton Capital Management sold 381,022 Eversource Energy shares in Q1 2014, an estimated $16.6M.
  • Eversource Energy made up 0.01% of Winton Capital Management's portfolio in Q1 2014, its #542 holding.
  • Winton Capital Management first reported a position in Eversource Energy in Q2 2013 and has held it in 4 quarters since.
  • Winton Capital Management's Eversource Energy position peaked at $19.3M in Q3 2013.
  • 482 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.