Catamount Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$248K	Sell	5,875 -275	-4%	-$10.9K	0.14%	45
2018 Q4	$236K	Sell	6,150 -325	-5%	-$11.8K	0.16%	36
2018 Q3	$265K	Buy	6,475 +6,325	+4,217%	+$248K	0.13%	40
2018 Q2	$6K	Hold	150	–	–	﹤0.01%	156
2018 Q1	$5K	Hold	150	–	–	﹤0.01%	156
2017 Q4	$5K	Hold	150	–	–	﹤0.01%	158
2017 Q3	$4K	Hold	150	–	–	﹤0.01%	156
2017 Q2	$4K	Hold	150	–	–	﹤0.01%	145
2017 Q1	$4K	Hold	150	–	–	﹤0.01%	152
2016 Q4	$3K	Buy	+150	New	+$3.35K	﹤0.01%	149

Other funds holding IGV

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Catamount Wealth Management reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 4.5% in Q1 2019, selling an estimated $10.9K and leaving 5,875 shares worth $248K. The position accounts for 0.14% of the portfolio, ranked #45.

Catamount Wealth Management first reported a position in IGV in Q4 2016 and has held it in 10 quarters since. The position peaked at $265K in Q3 2018. 207 funds tracked by Wall St. Rank hold IGV as of Q1 2019.

Catamount Wealth Management held 5,875 shares of iShares Expanded Tech-Software Sector ETF worth $248K as of Q1 2019.
Catamount Wealth Management sold 275 iShares Expanded Tech-Software Sector ETF shares in Q1 2019, an estimated $10.9K.
iShares Expanded Tech-Software Sector ETF made up 0.14% of Catamount Wealth Management's portfolio in Q1 2019, its #45 holding.
Catamount Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2016 and has held it in 10 quarters since.
Catamount Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $265K in Q3 2018.
207 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2019.

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