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Catamount Wealth Management’s iShares MSCI Canada ETF EWC Stock Holding History

Catamount Wealth Management’s Portfolio EWC Stock Details EWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-58
Closed -$2K – 195
2018
Q4 		$2K Buy
+58
New +$1.53K ﹤0.01% 185

Other funds holding EWC

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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Catamount Wealth Management sold out of iShares MSCI Canada ETF (EWC) in Q1 2019, closing a stake of 58 shares — an estimated $2K sold.

Catamount Wealth Management first reported a position in EWC in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 237 funds tracked by Wall St. Rank hold EWC as of Q1 2019.

  • Catamount Wealth Management reported no remaining iShares MSCI Canada ETF position as of Q1 2019 after selling out during the quarter.
  • Catamount Wealth Management sold 58 iShares MSCI Canada ETF shares in Q1 2019, an estimated $2K.
  • Catamount Wealth Management first reported a position in iShares MSCI Canada ETF in Q4 2018 and held it in 1 quarter.
  • Catamount Wealth Management's iShares MSCI Canada ETF position peaked at $2K in Q4 2018.
  • 237 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2019.

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