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Catamount Wealth Management’s Fidelity National Information Services FIS Stock Holding History

Catamount Wealth Management’s Portfolio FIS Stock Details FIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-38
Closed -$4K – 201
2018
Q4 		$4K Buy
+38
New +$3.96K ﹤0.01% 168

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Longview Partners
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cantillon Capital Management
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

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

Catamount Wealth Management sold out of Fidelity National Information Services (FIS) in Q1 2019, closing a stake of 38 shares — an estimated $4K sold.

Catamount Wealth Management first reported a position in FIS in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 816 funds tracked by Wall St. Rank hold FIS as of Q1 2019.

  • Catamount Wealth Management reported no remaining Fidelity National Information Services position as of Q1 2019 after selling out during the quarter.
  • Catamount Wealth Management sold 38 Fidelity National Information Services shares in Q1 2019, an estimated $4K.
  • Catamount Wealth Management first reported a position in Fidelity National Information Services in Q4 2018 and held it in 1 quarter.
  • Catamount Wealth Management's Fidelity National Information Services position peaked at $4K in Q4 2018.
  • 816 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q1 2019.

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