CWM
BLUE

Catamount Wealth Management’s bluebird bio BLUE Stock Holding History

Catamount Wealth Management’s Portfolio BLUE Stock Details BLUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1
Closed -$2K – 190
2017
Q3 		$2K Buy
+1
New +$1.4K ﹤0.01% 171

Other funds holding BLUE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

Catamount Wealth Management sold out of bluebird bio (BLUE) in Q4 2017, closing a stake of 1 share — an estimated $2K sold.

Catamount Wealth Management first reported a position in BLUE in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 296 funds tracked by Wall St. Rank hold BLUE as of Q4 2017.

  • Catamount Wealth Management reported no remaining bluebird bio position as of Q4 2017 after selling out during the quarter.
  • Catamount Wealth Management sold 1 bluebird bio share in Q4 2017, an estimated $2K.
  • Catamount Wealth Management first reported a position in bluebird bio in Q3 2017 and held it in 1 quarter.
  • Catamount Wealth Management's bluebird bio position peaked at $2K in Q3 2017.
  • 296 funds tracked by Wall St. Rank held bluebird bio as of Q4 2017.

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