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Catamount Wealth Management’s iShares US Home Construction ETF ITB Stock Holding History

Catamount Wealth Management’s Portfolio ITB Stock Details ITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-750
Closed -$33K – 188
2017
Q4 		$33K Sell
750
-1,000
-57% -$40.5K 0.02% 97
2017
Q3 		$64K Sell
1,750
-850
-33% -$29.2K 0.04% 69
2017
Q2 		$88K Buy
+2,600
New +$85.1K 0.05% 63

Other funds holding ITB

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Catamount Wealth Management's ITB Position: Q1 2018 in Review

Catamount Wealth Management sold out of iShares US Home Construction ETF (ITB) in Q1 2018, closing a stake of 750 shares — an estimated $33K sold.

Catamount Wealth Management first reported a position in ITB in Q2 2017 and held it in 3 quarters. The position peaked at $88K in Q2 2017. 175 funds tracked by Wall St. Rank hold ITB as of Q1 2018.

  • Catamount Wealth Management reported no remaining iShares US Home Construction ETF position as of Q1 2018 after selling out during the quarter.
  • Catamount Wealth Management sold 750 iShares US Home Construction ETF shares in Q1 2018, an estimated $33K.
  • Catamount Wealth Management first reported a position in iShares US Home Construction ETF in Q2 2017 and held it in 3 quarters.
  • Catamount Wealth Management's iShares US Home Construction ETF position peaked at $88K in Q2 2017.
  • 175 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2018.

Based on Catamount Wealth Management's 13F filing for Q1 2018, filed 14 May 2018.