Catamount Wealth Management’s AstraZeneca AZN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-500	Closed	-$31K	–	176
2017 Q1	$31K	Hold	500	–	–	0.02%	99
2016 Q4	$27K	Hold	500	–	–	0.02%	90
2016 Q3	$32K	Hold	500	–	–	0.03%	79
2016 Q2	$30K	Hold	500	–	–	0.03%	57
2016 Q1	$28K	Hold	500	–	–	0.03%	62
2015 Q4	$34K	Hold	500	–	–	0.03%	58
2015 Q3	$32K	Hold	500	–	–	0.03%	59
2015 Q2	$32K	Hold	500	–	–	0.02%	77
2015 Q1	$34K	Hold	500	–	–	0.03%	68
2014 Q4	$35K	Buy	+500	New	+$35.8K	0.03%	54

Other funds holding AZN

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Catamount Wealth Management's AZN Position: Q2 2017 in Review

Catamount Wealth Management sold out of AstraZeneca (AZN) in Q2 2017, closing a stake of 500 shares — an estimated $31K sold.

Catamount Wealth Management first reported a position in AZN in Q4 2014 and held it in 10 quarters. The position peaked at $35K in Q4 2014. 466 funds tracked by Wall St. Rank hold AZN as of Q2 2017.

Catamount Wealth Management reported no remaining AstraZeneca position as of Q2 2017 after selling out during the quarter.
Catamount Wealth Management sold 500 AstraZeneca shares in Q2 2017, an estimated $31K.
Catamount Wealth Management first reported a position in AstraZeneca in Q4 2014 and held it in 10 quarters.
Catamount Wealth Management's AstraZeneca position peaked at $35K in Q4 2014.
466 funds tracked by Wall St. Rank held AstraZeneca as of Q2 2017.

Based on Catamount Wealth Management's 13F filing for Q2 2017, filed 4 Aug 2017.