CWM
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Catamount Wealth Management’s Mercury Systems MRCY Stock Holding History

Catamount Wealth Management’s Portfolio MRCY Stock Details MRCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-95
Closed -$5K – 191
2017
Q4 		$5K Hold
95
– – ﹤0.01% 161
2017
Q3 		$5K Buy
+95
New +$4.38K ﹤0.01% 153

Other funds holding MRCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

Catamount Wealth Management sold out of Mercury Systems (MRCY) in Q1 2018, closing a stake of 95 shares — an estimated $5K sold.

Catamount Wealth Management first reported a position in MRCY in Q3 2017 and held it in 2 quarters. The position peaked at $5K in Q4 2017. 222 funds tracked by Wall St. Rank hold MRCY as of Q1 2018.

  • Catamount Wealth Management reported no remaining Mercury Systems position as of Q1 2018 after selling out during the quarter.
  • Catamount Wealth Management sold 95 Mercury Systems shares in Q1 2018, an estimated $5K.
  • Catamount Wealth Management first reported a position in Mercury Systems in Q3 2017 and held it in 2 quarters.
  • Catamount Wealth Management's Mercury Systems position peaked at $5K in Q4 2017.
  • 222 funds tracked by Wall St. Rank held Mercury Systems as of Q1 2018.

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