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Catamount Wealth Management’s Mine Safety MSA Stock Holding History

Catamount Wealth Management’s Portfolio MSA Stock Details MSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-10
Closed -$1K – 185
2017
Q1 		$1K Hold
10
– – ﹤0.01% 168
2016
Q4 		$1K Hold
10
– – ﹤0.01% 156
2016
Q3 		$1K Hold
10
– – ﹤0.01% 153
2016
Q2 		$1K Hold
10
– – ﹤0.01% 134
2016
Q1 		$0 Hold
10
– – ﹤0.01% 138
2015
Q4 		$0 Hold
10
– – ﹤0.01% 137
2015
Q3 		$0 Hold
10
– – ﹤0.01% 182
2015
Q2 		$0 Hold
10
– – ﹤0.01% 211
2015
Q1 		$0 Buy
+10
New +$483 ﹤0.01% 180

Other funds holding MSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Catamount Wealth Management's MSA Position: Q2 2017 in Review

Catamount Wealth Management sold out of Mine Safety (MSA) in Q2 2017, closing a stake of 10 shares — an estimated $1K sold.

Catamount Wealth Management first reported a position in MSA in Q1 2015 and held it in 9 quarters. The position peaked at $1K in Q1 2017. 218 funds tracked by Wall St. Rank hold MSA as of Q2 2017.

  • Catamount Wealth Management reported no remaining Mine Safety position as of Q2 2017 after selling out during the quarter.
  • Catamount Wealth Management sold 10 Mine Safety shares in Q2 2017, an estimated $1K.
  • Catamount Wealth Management first reported a position in Mine Safety in Q1 2015 and held it in 9 quarters.
  • Catamount Wealth Management's Mine Safety position peaked at $1K in Q1 2017.
  • 218 funds tracked by Wall St. Rank held Mine Safety as of Q2 2017.

Based on Catamount Wealth Management's 13F filing for Q2 2017, filed 4 Aug 2017.