Yorktown Management & Research Company’s Eversource Energy ES Stock Holding History

Yorktown Management & Research Company’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	-2,500	Closed	-$213K	–	267
2019 Q4	$213K	Hold	2,500	–	–	0.11%	268
2019 Q3	$214K	Buy	+2,500	New	+$199K	0.12%	272
2016 Q2	–	Sell	-20,000	Closed	-$1.17M	–	328
2016 Q1	$1.17M	Hold	20,000	–	–	0.23%	102
2015 Q4	$1.02M	Buy	+20,000	New	+$1.02M	0.18%	151

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Yorktown Management & Research Company's ES Position: Q1 2020 in Review

Yorktown Management & Research Company sold out of Eversource Energy (ES) in Q1 2020, closing a stake of 2,500 shares — an estimated $213K sold.

Yorktown Management & Research Company first reported a position in ES in Q4 2015 and held it in 4 quarters. The position peaked at $1.17M in Q1 2016. 739 funds tracked by Wall St. Rank hold ES as of Q1 2020.

Yorktown Management & Research Company reported no remaining Eversource Energy position as of Q1 2020 after selling out during the quarter.
Yorktown Management & Research Company sold 2,500 Eversource Energy shares in Q1 2020, an estimated $213K.
Yorktown Management & Research Company first reported a position in Eversource Energy in Q4 2015 and held it in 4 quarters.
Yorktown Management & Research Company's Eversource Energy position peaked at $1.17M in Q1 2016.
739 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2020.

Based on Yorktown Management & Research Company's 13F filing for Q1 2020, filed 29 Apr 2020.