Catamount Wealth Management’s Boeing BA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$267K	Buy	700 +634	+961%	+$244K	0.15%	44
2018 Q4	$25K	Hold	66	–	–	0.02%	90
2018 Q3	$25K	Hold	66	–	–	0.01%	111
2018 Q2	$22K	Buy	+66	New	+$22.7K	0.01%	109
2018 Q1	–	Sell	-745	Closed	-$220K	–	182
2017 Q4	$220K	Hold	745	–	–	0.12%	38
2017 Q3	$189K	Buy	745 +45	+6%	+$10.5K	0.11%	36
2017 Q2	$138K	Buy	+700	New	+$130K	0.08%	49
2015 Q4	–	Sell	-301	Closed	-$39K	–	128
2015 Q3	$39K	Buy	+301	New	+$41.8K	0.04%	53

Other funds holding BA

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Catamount Wealth Management increased its Boeing (BA) stake by 961% in Q1 2019, buying an estimated $244K and bringing the position to 700 shares worth $267K. The position accounts for 0.15% of the portfolio, ranked #44.

Catamount Wealth Management first reported a position in BA in Q3 2015 and has held it in 8 quarters since. 2,123 funds tracked by Wall St. Rank hold BA as of Q1 2019.

Catamount Wealth Management held 700 shares of Boeing worth $267K as of Q1 2019.
Catamount Wealth Management bought 634 Boeing shares in Q1 2019, an estimated $244K.
Boeing made up 0.15% of Catamount Wealth Management's portfolio in Q1 2019, its #44 holding.
Catamount Wealth Management first reported a position in Boeing in Q3 2015 and has held it in 8 quarters since.
2,123 funds tracked by Wall St. Rank held Boeing as of Q1 2019.

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