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Catamount Wealth Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Catamount Wealth Management’s Portfolio IXJ Stock Details IXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-22
Closed -$1K – 174
2015
Q2 		$1K Hold
22
– – ﹤0.01% 181
2015
Q1 		$1K Buy
+22
New +$1.15K ﹤0.01% 151

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Envestnet Asset Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Catamount Wealth Management's IXJ Position: Q3 2015 in Review

Catamount Wealth Management sold out of iShares Global Healthcare ETF (IXJ) in Q3 2015, closing a stake of 22 shares — an estimated $1K sold.

Catamount Wealth Management first reported a position in IXJ in Q1 2015 and held it in 2 quarters. The position peaked at $1K in Q2 2015. 129 funds tracked by Wall St. Rank hold IXJ as of Q3 2015.

  • Catamount Wealth Management reported no remaining iShares Global Healthcare ETF position as of Q3 2015 after selling out during the quarter.
  • Catamount Wealth Management sold 22 iShares Global Healthcare ETF shares in Q3 2015, an estimated $1K.
  • Catamount Wealth Management first reported a position in iShares Global Healthcare ETF in Q1 2015 and held it in 2 quarters.
  • Catamount Wealth Management's iShares Global Healthcare ETF position peaked at $1K in Q2 2015.
  • 129 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2015.

Based on Catamount Wealth Management's 13F filing for Q3 2015, filed 22 Jun 2016.