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Catamount Wealth Management’s Lear LEA Stock Holding History

Catamount Wealth Management’s Portfolio LEA Stock Details LEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-40
Closed -$5K – 177
2016
Q3 		$5K Hold
40
– – ﹤0.01% 128
2016
Q2 		$4K Hold
40
– – ﹤0.01% 118
2016
Q1 		$4K Hold
40
– – ﹤0.01% 115
2015
Q4 		$5K Buy
+40
New +$4.87K ﹤0.01% 106

Other funds holding LEA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Catamount Wealth Management sold out of Lear (LEA) in Q4 2016, closing a stake of 40 shares — an estimated $5K sold.

Catamount Wealth Management first reported a position in LEA in Q4 2015 and held it in 4 quarters. The position peaked at $5K in Q3 2016. 486 funds tracked by Wall St. Rank hold LEA as of Q4 2016.

  • Catamount Wealth Management reported no remaining Lear position as of Q4 2016 after selling out during the quarter.
  • Catamount Wealth Management sold 40 Lear shares in Q4 2016, an estimated $5K.
  • Catamount Wealth Management first reported a position in Lear in Q4 2015 and held it in 4 quarters.
  • Catamount Wealth Management's Lear position peaked at $5K in Q3 2016.
  • 486 funds tracked by Wall St. Rank held Lear as of Q4 2016.

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