Catamount Wealth Management’s iShares Biotechnology ETF IBB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$8K	Hold	70	–	–	﹤0.01%	143
2018 Q4	$8K	Sell	70 -37,495	-100%	-$3.98M	0.01%	140
2018 Q3	$4.58M	Sell	37,565 -75	-0.2%	-$8.83K	2.19%	17
2018 Q2	$4.39M	Sell	37,640 -170	-0.4%	-$18.2K	2.12%	16
2018 Q1	$4.04M	Buy	37,810 +85	+0.2%	+$9.42K	2.15%	14
2017 Q4	$4.03M	Sell	37,725 -720	-2%	-$77K	2.25%	14
2017 Q3	$4.28M	Buy	38,445 +1,725	+5%	+$184K	2.49%	12
2017 Q2	$3.79M	Buy	+36,720	New	+$3.62M	2.31%	16
2015 Q3	–	Sell	-111	Closed	-$14K	–	168
2015 Q2	$14K	Sell	111 -489	-82%	-$58.5K	0.01%	109
2015 Q1	$69K	Buy	600 +87	+17%	+$9.6K	0.06%	52
2014 Q4	$52K	Buy	+513	New	+$49.9K	0.05%	49

Other funds holding IBB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DFO

Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

Catamount Wealth Management held its iShares Biotechnology ETF (IBB) position steady in Q1 2019 at 70 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #143.

Catamount Wealth Management first reported a position in IBB in Q4 2014 and has held it in 11 quarters since. The position peaked at $4.58M in Q3 2018. 670 funds tracked by Wall St. Rank hold IBB as of Q1 2019.

Catamount Wealth Management held 70 shares of iShares Biotechnology ETF worth $8K as of Q1 2019.
Catamount Wealth Management left its iShares Biotechnology ETF share count unchanged in Q1 2019.
iShares Biotechnology ETF made up ﹤0.01% of Catamount Wealth Management's portfolio in Q1 2019, its #143 holding.
Catamount Wealth Management first reported a position in iShares Biotechnology ETF in Q4 2014 and has held it in 11 quarters since.
Catamount Wealth Management's iShares Biotechnology ETF position peaked at $4.58M in Q3 2018.
670 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2019.

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