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Catamount Wealth Management’s Ford F Stock Holding History

Catamount Wealth Management’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-700
Closed -$9K – 133
2015
Q3 		$9K Hold
700
– – 0.01% 94
2015
Q2 		$11K Hold
700
– – 0.01% 116
2015
Q1 		$11K Hold
700
– – 0.01% 101
2014
Q4 		$11K Buy
+700
New +$10.3K 0.01% 87

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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Catamount Wealth Management's F Position: Q4 2015 in Review

Catamount Wealth Management sold out of Ford (F) in Q4 2015, closing a stake of 700 shares — an estimated $9K sold.

Catamount Wealth Management first reported a position in F in Q4 2014 and held it in 4 quarters. The position peaked at $11K in Q2 2015. 1,114 funds tracked by Wall St. Rank hold F as of Q4 2015.

  • Catamount Wealth Management reported no remaining Ford position as of Q4 2015 after selling out during the quarter.
  • Catamount Wealth Management sold 700 Ford shares in Q4 2015, an estimated $9K.
  • Catamount Wealth Management first reported a position in Ford in Q4 2014 and held it in 4 quarters.
  • Catamount Wealth Management's Ford position peaked at $11K in Q2 2015.
  • 1,114 funds tracked by Wall St. Rank held Ford as of Q4 2015.

Based on Catamount Wealth Management's 13F filing for Q4 2015, filed 22 Jun 2016.