Catamount Wealth Management’s iShares US Financials ETF IYF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-26	Closed	-$1K	–	165
2016 Q2	$1K	Hold	26	–	–	﹤0.01%	132
2016 Q1	$1K	Hold	26	–	–	﹤0.01%	128
2015 Q4	$1K	Hold	26	–	–	﹤0.01%	123
2015 Q3	$1K	Hold	26	–	–	﹤0.01%	131
2015 Q2	$1K	Hold	26	–	–	﹤0.01%	183
2015 Q1	$1K	Buy	+26	New	+$1.16K	﹤0.01%	153

Other funds holding IYF

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Catamount Wealth Management's IYF Position: Q3 2016 in Review

Catamount Wealth Management sold out of iShares US Financials ETF (IYF) in Q3 2016, closing a stake of 26 shares — an estimated $1K sold.

Catamount Wealth Management first reported a position in IYF in Q1 2015 and held it in 6 quarters. The position peaked at $1K in Q2 2016. 164 funds tracked by Wall St. Rank hold IYF as of Q3 2016.

Catamount Wealth Management reported no remaining iShares US Financials ETF position as of Q3 2016 after selling out during the quarter.
Catamount Wealth Management sold 26 iShares US Financials ETF shares in Q3 2016, an estimated $1K.
Catamount Wealth Management first reported a position in iShares US Financials ETF in Q1 2015 and held it in 6 quarters.
Catamount Wealth Management's iShares US Financials ETF position peaked at $1K in Q2 2016.
164 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2016.

Based on Catamount Wealth Management's 13F filing for Q3 2016, filed 2 Nov 2016.