Investments managed by N.W.Altemus & Co.
Identifier:
3575 
Object ID:
019.10.70
Catalog:
Archives
Title:
Investments managed by N.W.Altemus & Co.
Description:
1. Letter from N.W. Altemus & Co. to Northeast Harbor Golf Club about purchases made and managed by N.W. Altemus & Co (a savings bank serving as Investment Advisor for the NEHGC). Two copies. June 14th, 1983.
2. N.W. Altemus & Co. Portfolio Appraisal for the Account of Northeast Harbor Golf Club, list of values of U.S. equities. March 31st, 1983.
3. Portfolio Appraisal, June 13th, 1983.
4. Note from Tim [Borda] to Nancy Harris intended to be attached to the September 29th report. August 15th, 1983.
5. Portfolio Appraisal, July 29th, 1983.
6. Portfolio Appraisal, three copies. June 30th, 1983.
7. Portfolio Appraisal, three copies. December 31st, 1983.
8. Note from Tim Borda to Nancy Harris, intended to be attached to the appraisal up to date for March 30th. April 16th, 1984.
9. Portfolio Appraisal, March 31st, 1984.
10. Portfolio Appraisal, June 29th, 1984.
11. N. W. Altemus Account, appraisal of the total cost and current value of equities as well as balance in Bar Harbor Bank. Four copies. August 1st, 1984.
12. Portfolio Appraisal, three copies. September 28th, 1984.
13. Portfolio Appraisal, three copies. December 31st, 1984.
14. NEHGC Portfolio. Below list of equities is a note addressed to Harris giving additional details on the figures. January 25th, 1984.
15. Portfolio Appraisal. March 29th, 1985.
16. Note to Nancy Harris intended to be included with statement up to date through June 30th. Note dated July 10th, 1985.
17. Portfolio Appraisal, three copies. June 30th, 1985.
18. Portfolio Appraisal. Two copies, one with an attached sticky note indicating that the appraisal does not include dividends or interest for October. October 31st, 1985.
19. Portfolio Appraisal, two copies. December 31st, 1985.
20. N.W. Altemus & Co. Capital Gains/Losses for the Account of Northeast Harbor Golf Club, two copies. 1985.
21. Letter to Ruth Jordan from Tim Borda about a switch to the Reserve Fund. November 25th, 1985.
22. Letter from Tim Borda to Ruth Jordan, intended to have the 1985 year end statement and capital gains information. Copied onto a page with the header, "Statement for Recipients of Dividends and Distributions" from the Reserve Fund, Inc. January 27th, 1986.
23. Portfolio Appraisal, March 31st, 1986.
24. Note from Kathleen Klinko to Nancy Harris, intended to have an attached portfolio forwarded at the request of Tim Borda. July 2nd, 1986.
25. Portfolio Appraisal, four copies. June 30th, 1986.
26. N.W. Altemus Account, August 23rd, 1986.
27. Portfolio Appraisal, two copies. September 30th, 1986.
28. Portfolio Appraisal, two copies. December 31st, 1986.
29. N.W. Altemus & Co. Capital Gains/Losses, 1986.
30. Northeast Harbor Golf Club portfolio appraisal, handwritten account of the quantity and value of equities owned by the NEHGC on graph paper. December 27th, 1987.
31. Cash Withdrawals, record of withdrawals made from March 1985 to February 1987. June 11th, 1987.
32. Portfolio Appraisal, two copies. June 10th, 1987.
33. Portfolio Appraisal, two copies. September 30th, 1987.
34. Portfolio Appraisal, four copies. July 29th, 1988.
35. Portfolio Appraisal, December 30th, 1988.
36. Letter from Tim Borda to Nancy Harris about N.W. Altemus & Co. relinquishing duties overseeing the Club's investment portfolio. June 9th, 1989.
2. N.W. Altemus & Co. Portfolio Appraisal for the Account of Northeast Harbor Golf Club, list of values of U.S. equities. March 31st, 1983.
3. Portfolio Appraisal, June 13th, 1983.
4. Note from Tim [Borda] to Nancy Harris intended to be attached to the September 29th report. August 15th, 1983.
5. Portfolio Appraisal, July 29th, 1983.
6. Portfolio Appraisal, three copies. June 30th, 1983.
7. Portfolio Appraisal, three copies. December 31st, 1983.
8. Note from Tim Borda to Nancy Harris, intended to be attached to the appraisal up to date for March 30th. April 16th, 1984.
9. Portfolio Appraisal, March 31st, 1984.
10. Portfolio Appraisal, June 29th, 1984.
11. N. W. Altemus Account, appraisal of the total cost and current value of equities as well as balance in Bar Harbor Bank. Four copies. August 1st, 1984.
12. Portfolio Appraisal, three copies. September 28th, 1984.
13. Portfolio Appraisal, three copies. December 31st, 1984.
14. NEHGC Portfolio. Below list of equities is a note addressed to Harris giving additional details on the figures. January 25th, 1984.
15. Portfolio Appraisal. March 29th, 1985.
16. Note to Nancy Harris intended to be included with statement up to date through June 30th. Note dated July 10th, 1985.
17. Portfolio Appraisal, three copies. June 30th, 1985.
18. Portfolio Appraisal. Two copies, one with an attached sticky note indicating that the appraisal does not include dividends or interest for October. October 31st, 1985.
19. Portfolio Appraisal, two copies. December 31st, 1985.
20. N.W. Altemus & Co. Capital Gains/Losses for the Account of Northeast Harbor Golf Club, two copies. 1985.
21. Letter to Ruth Jordan from Tim Borda about a switch to the Reserve Fund. November 25th, 1985.
22. Letter from Tim Borda to Ruth Jordan, intended to have the 1985 year end statement and capital gains information. Copied onto a page with the header, "Statement for Recipients of Dividends and Distributions" from the Reserve Fund, Inc. January 27th, 1986.
23. Portfolio Appraisal, March 31st, 1986.
24. Note from Kathleen Klinko to Nancy Harris, intended to have an attached portfolio forwarded at the request of Tim Borda. July 2nd, 1986.
25. Portfolio Appraisal, four copies. June 30th, 1986.
26. N.W. Altemus Account, August 23rd, 1986.
27. Portfolio Appraisal, two copies. September 30th, 1986.
28. Portfolio Appraisal, two copies. December 31st, 1986.
29. N.W. Altemus & Co. Capital Gains/Losses, 1986.
30. Northeast Harbor Golf Club portfolio appraisal, handwritten account of the quantity and value of equities owned by the NEHGC on graph paper. December 27th, 1987.
31. Cash Withdrawals, record of withdrawals made from March 1985 to February 1987. June 11th, 1987.
32. Portfolio Appraisal, two copies. June 10th, 1987.
33. Portfolio Appraisal, two copies. September 30th, 1987.
34. Portfolio Appraisal, four copies. July 29th, 1988.
35. Portfolio Appraisal, December 30th, 1988.
36. Letter from Tim Borda to Nancy Harris about N.W. Altemus & Co. relinquishing duties overseeing the Club's investment portfolio. June 9th, 1989.
Collection:
Northeast Harbor Golf Club
PastPerfect:
Citation
“Investments managed by N.W.Altemus & Co.,” Mount Desert Island Historical Society, accessed November 21, 2024, https://mdihs.digitalarchive.us/items/show/3209.Item 3575