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Catamount Wealth Management’s Barclays BCS Stock Holding History

Catamount Wealth Management’s Portfolio BCS Stock Details BCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-348
Closed -$3K – 189
2017
Q3 		$3K Buy
+348
New +$3.45K ﹤0.01% 163

Other funds holding BCS

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Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Catamount Wealth Management sold out of Barclays (BCS) in Q4 2017, closing a stake of 348 shares — an estimated $3K sold.

Catamount Wealth Management first reported a position in BCS in Q3 2017 and held it in 1 quarter. The position peaked at $3K in Q3 2017. 244 funds tracked by Wall St. Rank hold BCS as of Q4 2017.

  • Catamount Wealth Management reported no remaining Barclays position as of Q4 2017 after selling out during the quarter.
  • Catamount Wealth Management sold 348 Barclays shares in Q4 2017, an estimated $3K.
  • Catamount Wealth Management first reported a position in Barclays in Q3 2017 and held it in 1 quarter.
  • Catamount Wealth Management's Barclays position peaked at $3K in Q3 2017.
  • 244 funds tracked by Wall St. Rank held Barclays as of Q4 2017.

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