Klingman & Associates’s Eversource Energy ES Stock Holding History

Klingman & Associates’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 Q2	–	Sell	-76	Closed	-$4K	–	380
2016 Q1	$4K	Buy	+76	New	+$4.15K	﹤0.01%	342
2015 Q4	–	Sell	-76	Closed	-$3K	–	407
2015 Q3	$3K	Hold	76	–	–	﹤0.01%	381
2015 Q2	$3K	Hold	76	–	–	﹤0.01%	371
2015 Q1	$4K	Buy	+76	New	+$4K	﹤0.01%	324

Other funds holding ES

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Klingman & Associates's ES Position: Q2 2016 in Review

Klingman & Associates sold out of Eversource Energy (ES) in Q2 2016, closing a stake of 76 shares — an estimated $4K sold.

Klingman & Associates first reported a position in ES in Q1 2015 and held it in 4 quarters. The position peaked at $4K in Q1 2016. 580 funds tracked by Wall St. Rank hold ES as of Q2 2016.

Klingman & Associates reported no remaining Eversource Energy position as of Q2 2016 after selling out during the quarter.
Klingman & Associates sold 76 Eversource Energy shares in Q2 2016, an estimated $4K.
Klingman & Associates first reported a position in Eversource Energy in Q1 2015 and held it in 4 quarters.
Klingman & Associates's Eversource Energy position peaked at $4K in Q1 2016.
580 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2016.

Based on Klingman & Associates's 13F filing for Q2 2016, filed 4 Aug 2016.