Catamount Wealth Management’s Comcast CMCSA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$52K	Buy	+1,290	New	+$48.5K	0.03%	86
2018 Q3	–	Sell	-150	Closed	-$5K	–	189
2018 Q2	$5K	Buy	+150	New	+$4.89K	﹤0.01%	159
2016 Q4	–	Sell	-100	Closed	-$3K	–	168
2016 Q3	$3K	Hold	100	–	–	﹤0.01%	139
2016 Q2	$3K	Hold	100	–	–	﹤0.01%	122
2016 Q1	$3K	Buy	+100	New	+$2.87K	﹤0.01%	118
2015 Q4	–	Sell	-202	Closed	-$6K	–	130
2015 Q3	$6K	Sell	202 -125,718	-100%	-$3.73M	0.01%	102
2015 Q2	$3.79M	Sell	125,920 -4,500	-3%	-$132K	2.93%	14
2015 Q1	$3.68M	Sell	130,420 -200	-0.2%	-$5.75K	3.03%	11
2014 Q4	$3.79M	Buy	+130,620	New	+$3.58M	3.61%	9

Other funds holding CMCSA

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

Catamount Wealth Management opened a new position in Comcast (CMCSA) in Q1 2019: 1,290 shares worth $52K. The stake represents 0.03% of the portfolio and ranks #86 among its holdings. This is a return to the name: Catamount Wealth Management previously reported a position in CMCSA as recently as Q2 2018.

Catamount Wealth Management first reported a position in CMCSA in Q4 2014 and has held it in 9 quarters since. The position peaked at $3.79M in Q4 2014. 1,830 funds tracked by Wall St. Rank hold CMCSA as of Q1 2019.

Catamount Wealth Management held 1,290 shares of Comcast worth $52K as of Q1 2019.
Comcast was a new Catamount Wealth Management position in Q1 2019.
Comcast made up 0.03% of Catamount Wealth Management's portfolio in Q1 2019, its #86 holding.
Catamount Wealth Management first reported a position in Comcast in Q4 2014 and has held it in 9 quarters since.
Catamount Wealth Management's Comcast position peaked at $3.79M in Q4 2014.
1,830 funds tracked by Wall St. Rank held Comcast as of Q1 2019.

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