Catamount Wealth Management’s Apple AAPL Stock Holding History

Catamount Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$9K	Hold	200	–	–	0.01%	141
2018 Q4	$8K	Sell	200 -135,984	-100%	-$6.59M	0.01%	138
2018 Q3	$7.68M	Buy	136,184 +8,844	+7%	+$461K	3.68%	8
2018 Q2	$6.61M	Buy	127,340 +124,440	+4,291%	+$5.64M	3.19%	12
2018 Q1	$122K	Sell	2,900 -2,100	-42%	-$90.4K	0.07%	49
2017 Q4	$212K	Buy	5,000 +2,340	+88%	+$97.8K	0.12%	39
2017 Q3	$102K	Hold	2,660	–	–	0.06%	48
2017 Q2	$96K	Buy	2,660 +400	+18%	+$14.8K	0.06%	57
2017 Q1	$81K	Buy	+2,260	New	+$74.4K	0.06%	60
2016 Q2	–	Sell	-84,320	Closed	-$2.3M	–	140
2016 Q1	$2.3M	Buy	+84,320	New	+$2.1M	2.66%	11
2015 Q3	–	Sell	-143,936	Closed	-$4.51M	–	136
2015 Q2	$4.51M	Buy	143,936 +26,040	+22%	+$833K	3.49%	10
2015 Q1	$3.67M	Buy	117,896 +22,380	+23%	+$676K	3.02%	12
2014 Q4	$2.64M	Buy	+95,516	New	+$2.6M	2.51%	15

Other funds holding AAPL

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Catamount Wealth Management's AAPL Position: Q1 2019 in Review

Catamount Wealth Management held its Apple (AAPL) position steady in Q1 2019 at 200 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #141.

Catamount Wealth Management first reported a position in AAPL in Q4 2014 and has held it in 13 quarters since. The position peaked at $7.68M in Q3 2018. 3,023 funds tracked by Wall St. Rank hold AAPL as of Q1 2019.

Catamount Wealth Management held 200 shares of Apple worth $9K as of Q1 2019.
Catamount Wealth Management left its Apple share count unchanged in Q1 2019.
Apple made up 0.01% of Catamount Wealth Management's portfolio in Q1 2019, its #141 holding.
Catamount Wealth Management first reported a position in Apple in Q4 2014 and has held it in 13 quarters since.
Catamount Wealth Management's Apple position peaked at $7.68M in Q3 2018.
3,023 funds tracked by Wall St. Rank held Apple as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.