Catamount Wealth Management’s AbbVie ABBV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-166	Closed	-$16K	–	182
2018 Q1	$16K	Sell	166 -300	-64%	-$33K	0.01%	119
2017 Q4	$45K	Hold	466	–	–	0.03%	82
2017 Q3	$41K	Hold	466	–	–	0.02%	85
2017 Q2	$34K	Hold	466	–	–	0.02%	99
2017 Q1	$30K	Hold	466	–	–	0.02%	102
2016 Q4	$29K	Sell	466 -266	-36%	-$16.2K	0.02%	87
2016 Q3	$46K	Buy	732 +566	+341%	+$36.6K	0.04%	71
2016 Q2	$10K	Hold	166	–	–	0.01%	95
2016 Q1	$9K	Hold	166	–	–	0.01%	95
2015 Q4	$10K	Hold	166	–	–	0.01%	91
2015 Q3	$9K	Sell	166 -2,400	-94%	-$156K	0.01%	93
2015 Q2	$172K	Buy	+2,566	New	+$168K	0.13%	31

Other funds holding ABBV

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Catamount Wealth Management's ABBV Position: Q2 2018 in Review

Catamount Wealth Management sold out of AbbVie (ABBV) in Q2 2018, closing a stake of 166 shares — an estimated $16K sold.

Catamount Wealth Management first reported a position in ABBV in Q2 2015 and held it in 12 quarters. The position peaked at $172K in Q2 2015. 1,996 funds tracked by Wall St. Rank hold ABBV as of Q2 2018.

Catamount Wealth Management reported no remaining AbbVie position as of Q2 2018 after selling out during the quarter.
Catamount Wealth Management sold 166 AbbVie shares in Q2 2018, an estimated $16K.
Catamount Wealth Management first reported a position in AbbVie in Q2 2015 and held it in 12 quarters.
Catamount Wealth Management's AbbVie position peaked at $172K in Q2 2015.
1,996 funds tracked by Wall St. Rank held AbbVie as of Q2 2018.

Based on Catamount Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.