Catamount Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-50	Closed	-$4K	–	175
2016 Q3	$4K	Hold	50	–	–	﹤0.01%	132
2016 Q2	$4K	Hold	50	–	–	﹤0.01%	117
2016 Q1	$4K	Hold	50	–	–	﹤0.01%	114
2015 Q4	$3K	Hold	50	–	–	﹤0.01%	113
2015 Q3	$3K	Sell	50 -16	-24%	-$1.14K	﹤0.01%	117
2015 Q2	$5K	Hold	66	–	–	﹤0.01%	138
2015 Q1	$5K	Buy	66 +16	+32%	+$1.19K	﹤0.01%	118
2014 Q4	$4K	Buy	+50	New	+$3.59K	﹤0.01%	106

Other funds holding IWS

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

Catamount Wealth Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2016, closing a stake of 50 shares — an estimated $4K sold.

Catamount Wealth Management first reported a position in IWS in Q4 2014 and held it in 8 quarters. The position peaked at $5K in Q2 2015. 432 funds tracked by Wall St. Rank hold IWS as of Q4 2016.

Catamount Wealth Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2016 after selling out during the quarter.
Catamount Wealth Management sold 50 iShares Russell Mid-Cap Value ETF shares in Q4 2016, an estimated $4K.
Catamount Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2014 and held it in 8 quarters.
Catamount Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $5K in Q2 2015.
432 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2016.

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