CWM
GS icon

Catamount Wealth Management’s Goldman Sachs GS Stock Holding History

Catamount Wealth Management’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-31,831
Closed -$7.14M – 213
2018
Q3 		$7.14M Sell
31,831
-1,430
-4% -$333K 3.42% 11
2018
Q2 		$7.64M Buy
33,261
+4,025
+14% +$960K 3.69% 10
2018
Q1 		$7.36M Buy
29,236
+1,741
+6% +$453K 3.93% 11
2017
Q4 		$7M Buy
27,495
+11,130
+68% +$2.73M 3.91% 8
2017
Q3 		$3.88M Sell
16,365
-740
-4% -$167K 2.26% 16
2017
Q2 		$3.8M Sell
17,105
-800
-4% -$178K 2.31% 15
2017
Q1 		$4.11M Buy
17,905
+17,885
+89,425% +$4.32M 2.82% 14
2016
Q4 		$5K Buy
+20
New +$4.06K ﹤0.01% 135

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Catamount Wealth Management's GS Position: Q4 2018 in Review

Catamount Wealth Management sold out of Goldman Sachs (GS) in Q4 2018, closing a stake of 31,831 shares — an estimated $7.14M sold.

Catamount Wealth Management first reported a position in GS in Q4 2016 and held it in 8 quarters. The position peaked at $7.64M in Q2 2018. 1,261 funds tracked by Wall St. Rank hold GS as of Q4 2018.

  • Catamount Wealth Management reported no remaining Goldman Sachs position as of Q4 2018 after selling out during the quarter.
  • Catamount Wealth Management sold 31,831 Goldman Sachs shares in Q4 2018, an estimated $7.14M.
  • Catamount Wealth Management first reported a position in Goldman Sachs in Q4 2016 and held it in 8 quarters.
  • Catamount Wealth Management's Goldman Sachs position peaked at $7.64M in Q2 2018.
  • 1,261 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2018.

Based on Catamount Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.