Catamount Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$278K	Sell	6,480 -270	-4%	-$11.4K	0.16%	42
2018 Q4	$291K	Buy	+6,750	New	+$270K	0.2%	33
2015 Q3	–	Sell	-172	Closed	-$7K	–	154
2015 Q2	$7K	Hold	172	–	–	0.01%	129
2015 Q1	$7K	Buy	+172	New	+$6.84K	0.01%	110

Other funds holding EEM

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Catamount Wealth Management reduced its iShares MSCI Emerging Markets ETF (EEM) stake by 4% in Q1 2019, selling an estimated $11.4K and leaving 6,480 shares worth $278K. The position accounts for 0.16% of the portfolio, ranked #42.

Catamount Wealth Management first reported a position in EEM in Q1 2015 and has held it in 4 quarters since. The position peaked at $291K in Q4 2018. 1,225 funds tracked by Wall St. Rank hold EEM as of Q1 2019.

Catamount Wealth Management held 6,480 shares of iShares MSCI Emerging Markets ETF worth $278K as of Q1 2019.
Catamount Wealth Management sold 270 iShares MSCI Emerging Markets ETF shares in Q1 2019, an estimated $11.4K.
iShares MSCI Emerging Markets ETF made up 0.16% of Catamount Wealth Management's portfolio in Q1 2019, its #42 holding.
Catamount Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q1 2015 and has held it in 4 quarters since.
Catamount Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $291K in Q4 2018.
1,225 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2019.

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