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Catamount Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Catamount Wealth Management’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-132
Closed -$8K – 173
2016
Q3 		$8K Buy
+132
New +$8.1K 0.01% 118

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Catamount Wealth Management's IJS Position: Q4 2016 in Review

Catamount Wealth Management sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q4 2016, closing a stake of 132 shares — an estimated $8K sold.

Catamount Wealth Management first reported a position in IJS in Q3 2016 and held it in 1 quarter. The position peaked at $8K in Q3 2016. 359 funds tracked by Wall St. Rank hold IJS as of Q4 2016.

  • Catamount Wealth Management reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q4 2016 after selling out during the quarter.
  • Catamount Wealth Management sold 132 iShares S&P Small-Cap 600 Value ETF shares in Q4 2016, an estimated $8K.
  • Catamount Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2016 and held it in 1 quarter.
  • Catamount Wealth Management's iShares S&P Small-Cap 600 Value ETF position peaked at $8K in Q3 2016.
  • 359 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2016.

Based on Catamount Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.