Catamount Wealth Management’s Eversource Energy ES Stock Holding History

Catamount Wealth 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
2018 Q4	–	Sell	-428	Closed	-$26K	–	209
2018 Q3	$26K	Hold	428	–	–	0.01%	109
2018 Q2	$26K	Hold	428	–	–	0.01%	105
2018 Q1	$25K	Hold	428	–	–	0.01%	104
2017 Q4	$27K	Hold	428	–	–	0.02%	104
2017 Q3	$26K	Hold	428	–	–	0.02%	104
2017 Q2	$26K	Hold	428	–	–	0.02%	106
2017 Q1	$25K	Hold	428	–	–	0.02%	105
2016 Q4	$24K	Hold	428	–	–	0.02%	93
2016 Q3	$23K	Hold	428	–	–	0.02%	94
2016 Q2	$26K	Hold	428	–	–	0.03%	62
2016 Q1	$25K	Hold	428	–	–	0.03%	67
2015 Q4	$22K	Hold	428	–	–	0.02%	72
2015 Q3	$22K	Sell	428 -50	-10%	-$2.41K	0.02%	70
2015 Q2	$22K	Hold	478	–	–	0.02%	90
2015 Q1	$24K	Hold	478	–	–	0.02%	75
2014 Q4	$26K	Buy	+478	New	+$23.8K	0.02%	62

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Catamount Wealth Management's ES Position: Q4 2018 in Review

Catamount Wealth Management sold out of Eversource Energy (ES) in Q4 2018, closing a stake of 428 shares — an estimated $26K sold.

Catamount Wealth Management first reported a position in ES in Q4 2014 and held it in 16 quarters. The position peaked at $27K in Q4 2017. 689 funds tracked by Wall St. Rank hold ES as of Q4 2018.

Catamount Wealth Management reported no remaining Eversource Energy position as of Q4 2018 after selling out during the quarter.
Catamount Wealth Management sold 428 Eversource Energy shares in Q4 2018, an estimated $26K.
Catamount Wealth Management first reported a position in Eversource Energy in Q4 2014 and held it in 16 quarters.
Catamount Wealth Management's Eversource Energy position peaked at $27K in Q4 2017.
689 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2018.

Based on Catamount Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.