Catamount Wealth Management’s Adams Diversified Equity Fund ADX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-70	Closed	-$1K	–	198
2018 Q3	$1K	Hold	70	–	–	﹤0.01%	180
2018 Q2	$1K	Hold	70	–	–	﹤0.01%	177
2018 Q1	$1K	Hold	70	–	–	﹤0.01%	178
2017 Q4	$1K	Hold	70	–	–	﹤0.01%	182
2017 Q3	$1K	Hold	70	–	–	﹤0.01%	180
2017 Q2	$1K	Hold	70	–	–	﹤0.01%	168
2017 Q1	$1K	Hold	70	–	–	﹤0.01%	166
2016 Q4	$1K	Hold	70	–	–	﹤0.01%	154
2016 Q3	$1K	Hold	70	–	–	﹤0.01%	150
2016 Q2	$1K	Hold	70	–	–	﹤0.01%	129
2016 Q1	$1K	Hold	70	–	–	﹤0.01%	126
2015 Q4	$1K	Hold	70	–	–	﹤0.01%	121
2015 Q3	$1K	Hold	70	–	–	﹤0.01%	128
2015 Q2	$1K	Hold	70	–	–	﹤0.01%	172
2015 Q1	$1K	Hold	70	–	–	﹤0.01%	142
2014 Q4	$1K	Buy	+70	New	+$970	﹤0.01%	122

Other funds holding ADX

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Catamount Wealth Management sold out of Adams Diversified Equity Fund (ADX) in Q4 2018, closing a stake of 70 shares — an estimated $1K sold.

Catamount Wealth Management first reported a position in ADX in Q4 2014 and held it in 16 quarters. The position peaked at $1K in Q3 2018. 114 funds tracked by Wall St. Rank hold ADX as of Q4 2018.

Catamount Wealth Management reported no remaining Adams Diversified Equity Fund position as of Q4 2018 after selling out during the quarter.
Catamount Wealth Management sold 70 Adams Diversified Equity Fund shares in Q4 2018, an estimated $1K.
Catamount Wealth Management first reported a position in Adams Diversified Equity Fund in Q4 2014 and held it in 16 quarters.
Catamount Wealth Management's Adams Diversified Equity Fund position peaked at $1K in Q3 2018.
114 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q4 2018.

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