CWM
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Catamount Wealth Management’s DuPont de Nemours DD Stock Holding History

Catamount Wealth Management’s Portfolio DD Stock Details DD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-492
Closed -$70.7K – 207
2018
Q3 		$80K Hold
492
– – 0.04% 67
2018
Q2 		$84K Hold
492
– – 0.04% 62
2018
Q1 		$79K Hold
492
– – 0.04% 63
2017
Q4 		$89K Buy
492
+22
+5% +$3.96K 0.05% 58
2017
Q3 		$82K Buy
470
+134
+40% +$22.4K 0.05% 57
2017
Q2 		$54K Hold
336
– – 0.03% 84
2017
Q1 		$54K Hold
336
– – 0.04% 79
2016
Q4 		$49K Buy
+336
New +$46.8K 0.04% 69

Other funds holding DD

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Catamount Wealth Management's DD Position: Q4 2018 in Review

Catamount Wealth Management sold out of DuPont de Nemours (DD) in Q4 2018, closing a stake of 492 shares — an estimated $70.7K sold.

Catamount Wealth Management first reported a position in DD in Q4 2016 and held it in 8 quarters. The position peaked at $89K in Q4 2017. 1,861 funds tracked by Wall St. Rank hold DD as of Q4 2018.

  • Catamount Wealth Management reported no remaining DuPont de Nemours position as of Q4 2018 after selling out during the quarter.
  • Catamount Wealth Management sold 492 DuPont de Nemours shares in Q4 2018, an estimated $70.7K.
  • Catamount Wealth Management first reported a position in DuPont de Nemours in Q4 2016 and held it in 8 quarters.
  • Catamount Wealth Management's DuPont de Nemours position peaked at $89K in Q4 2017.
  • 1,861 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2018.

Based on Catamount Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.