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Woodmont Investment Counsel’s Eversource Energy ES Stock Holding History

Woodmont Investment Counsel’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
2016
Q4 		– Sell
-425
Closed -$23K – 327
2016
Q3 		$23K Buy
+425
New +$24K 0.01% 344

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
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
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
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Woodmont Investment Counsel's ES Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Eversource Energy (ES) in Q4 2016, closing a stake of 425 shares — an estimated $23K sold.

Woodmont Investment Counsel first reported a position in ES in Q3 2016 and held it in 1 quarter. The position peaked at $23K in Q3 2016. 587 funds tracked by Wall St. Rank hold ES as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining Eversource Energy position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 425 Eversource Energy shares in Q4 2016, an estimated $23K.
  • Woodmont Investment Counsel first reported a position in Eversource Energy in Q3 2016 and held it in 1 quarter.
  • Woodmont Investment Counsel's Eversource Energy position peaked at $23K in Q3 2016.
  • 587 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.