CWM
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Catamount Wealth Management’s Five Below FIVE Stock Holding History

Catamount Wealth Management’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$16K Hold
125
– – 0.01% 123
2018
Q4 		$15K Hold
125
– – 0.01% 118
2018
Q3 		$16K Hold
125
– – 0.01% 128
2018
Q2 		$13K Hold
125
– – 0.01% 135
2018
Q1 		$9K Buy
+125
New +$8.42K ﹤0.01% 137

Other funds holding FIVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Catamount Wealth Management held its Five Below (FIVE) position steady in Q1 2019 at 125 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #123.

Catamount Wealth Management first reported a position in FIVE in Q1 2018 and has held it in 5 quarters since. 442 funds tracked by Wall St. Rank hold FIVE as of Q1 2019.

  • Catamount Wealth Management held 125 shares of Five Below worth $16K as of Q1 2019.
  • Catamount Wealth Management left its Five Below share count unchanged in Q1 2019.
  • Five Below made up 0.01% of Catamount Wealth Management's portfolio in Q1 2019, its #123 holding.
  • Catamount Wealth Management first reported a position in Five Below in Q1 2018 and has held it in 5 quarters since.
  • 442 funds tracked by Wall St. Rank held Five Below as of Q1 2019.

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