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

Catamount Wealth Management’s Portfolio IJT Stock Details IJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-126
Closed -$9K – 174
2016
Q3 		$9K Buy
+126
New +$8.5K 0.01% 114

Other funds holding IJT

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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 IJT Position: Q4 2016 in Review

Catamount Wealth Management sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q4 2016, closing a stake of 126 shares — an estimated $9K sold.

Catamount Wealth Management first reported a position in IJT in Q3 2016 and held it in 1 quarter. The position peaked at $9K in Q3 2016. 335 funds tracked by Wall St. Rank hold IJT as of Q4 2016.

  • Catamount Wealth Management reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q4 2016 after selling out during the quarter.
  • Catamount Wealth Management sold 126 iShares S&P Small-Cap 600 Growth ETF shares in Q4 2016, an estimated $9K.
  • Catamount Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2016 and held it in 1 quarter.
  • Catamount Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $9K in Q3 2016.
  • 335 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q4 2016.

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