Catamount Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-120	Closed	-$6.92K	–	170
2016 Q3	$7K	Hold	120	–	–	0.01%	121
2016 Q2	$7K	Hold	120	–	–	0.01%	105
2016 Q1	$7K	Hold	120	–	–	0.01%	101
2015 Q4	$7K	Hold	120	–	–	0.01%	97
2015 Q3	$7K	Sell	120 -529	-82%	-$32.7K	0.01%	98
2015 Q2	$41K	Hold	649	–	–	0.03%	73
2015 Q1	$42K	Buy	649 +529	+441%	+$33.3K	0.03%	63
2014 Q4	$7K	Buy	+120	New	+$7.49K	0.01%	95

Other funds holding EFA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Catamount Wealth Management's EFA Position: Q4 2016 in Review

Catamount Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q4 2016, closing a stake of 120 shares — an estimated $6.92K sold.

Catamount Wealth Management first reported a position in EFA in Q4 2014 and held it in 8 quarters. The position peaked at $42K in Q1 2015. 1,118 funds tracked by Wall St. Rank hold EFA as of Q4 2016.

Catamount Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q4 2016 after selling out during the quarter.
Catamount Wealth Management sold 120 iShares MSCI EAFE ETF shares in Q4 2016, an estimated $6.92K.
Catamount Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2014 and held it in 8 quarters.
Catamount Wealth Management's iShares MSCI EAFE ETF position peaked at $42K in Q1 2015.
1,118 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2016.

Based on Catamount Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.