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Catamount Wealth Management’s Albemarle ALB Stock Holding History

Catamount Wealth Management’s Portfolio ALB Stock Details ALB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-50
Closed -$7K – 186
2017
Q3 		$7K Buy
50
+40
+400% +$4.76K ﹤0.01% 145
2017
Q2 		$1K Buy
+10
New +$1.09K ﹤0.01% 169

Other funds holding ALB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Catamount Wealth Management's ALB Position: Q4 2017 in Review

Catamount Wealth Management sold out of Albemarle (ALB) in Q4 2017, closing a stake of 50 shares — an estimated $7K sold.

Catamount Wealth Management first reported a position in ALB in Q2 2017 and held it in 2 quarters. The position peaked at $7K in Q3 2017. 598 funds tracked by Wall St. Rank hold ALB as of Q4 2017.

  • Catamount Wealth Management reported no remaining Albemarle position as of Q4 2017 after selling out during the quarter.
  • Catamount Wealth Management sold 50 Albemarle shares in Q4 2017, an estimated $7K.
  • Catamount Wealth Management first reported a position in Albemarle in Q2 2017 and held it in 2 quarters.
  • Catamount Wealth Management's Albemarle position peaked at $7K in Q3 2017.
  • 598 funds tracked by Wall St. Rank held Albemarle as of Q4 2017.

Based on Catamount Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.