Catamount Wealth Management’s FedEx FDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-10	Closed	-$1.83K	–	172
2016 Q3	$2K	Hold	10	–	–	﹤0.01%	147
2016 Q2	$2K	Hold	10	–	–	﹤0.01%	126
2016 Q1	$2K	Sell	10 -20	-67%	-$2.78K	﹤0.01%	121
2015 Q4	$4K	Sell	30 -125	-81%	-$19.3K	﹤0.01%	110
2015 Q3	$22K	Sell	155 -14,620	-99%	-$2.33M	0.02%	71
2015 Q2	$2.52M	Sell	14,775 -615	-4%	-$107K	1.95%	18
2015 Q1	$2.55M	Sell	15,390 -60	-0.4%	-$10.4K	2.1%	21
2014 Q4	$2.68M	Buy	+15,450	New	+$2.61M	2.56%	14

Other funds holding FDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Catamount Wealth Management sold out of FedEx (FDX) in Q4 2016, closing a stake of 10 shares — an estimated $1.83K sold.

Catamount Wealth Management first reported a position in FDX in Q4 2014 and held it in 8 quarters. The position peaked at $2.68M in Q4 2014. 1,116 funds tracked by Wall St. Rank hold FDX as of Q4 2016.

Catamount Wealth Management reported no remaining FedEx position as of Q4 2016 after selling out during the quarter.
Catamount Wealth Management sold 10 FedEx shares in Q4 2016, an estimated $1.83K.
Catamount Wealth Management first reported a position in FedEx in Q4 2014 and held it in 8 quarters.
Catamount Wealth Management's FedEx position peaked at $2.68M in Q4 2014.
1,116 funds tracked by Wall St. Rank held FedEx as of Q4 2016.

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