CWM
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Catamount Wealth Management’s Broadridge BR Stock Holding History

Catamount Wealth Management’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-100
Closed -$7K – 177
2017
Q1 		$7K Hold
100
– – ﹤0.01% 145
2016
Q4 		$7K Hold
100
– – 0.01% 125
2016
Q3 		$7K Hold
100
– – 0.01% 119
2016
Q2 		$7K Buy
+100
New +$6.2K 0.01% 104

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ACM
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Bank of New York Mellon
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SAM
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FMI
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Northern Trust
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Principal Financial Group
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