CWM
MSI icon

Catamount Wealth Management’s Motorola Solutions MSI Stock Holding History

Catamount Wealth Management’s Portfolio MSI Stock Details MSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-38
Closed -$3K – 201
2017
Q3 		$3K Buy
+38
New +$3.33K ﹤0.01% 166

Other funds holding MSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Catamount Wealth Management's MSI Position: Q4 2017 in Review

Catamount Wealth Management sold out of Motorola Solutions (MSI) in Q4 2017, closing a stake of 38 shares — an estimated $3K sold.

Catamount Wealth Management first reported a position in MSI in Q3 2017 and held it in 1 quarter. The position peaked at $3K in Q3 2017. 588 funds tracked by Wall St. Rank hold MSI as of Q4 2017.

  • Catamount Wealth Management reported no remaining Motorola Solutions position as of Q4 2017 after selling out during the quarter.
  • Catamount Wealth Management sold 38 Motorola Solutions shares in Q4 2017, an estimated $3K.
  • Catamount Wealth Management first reported a position in Motorola Solutions in Q3 2017 and held it in 1 quarter.
  • Catamount Wealth Management's Motorola Solutions position peaked at $3K in Q3 2017.
  • 588 funds tracked by Wall St. Rank held Motorola Solutions as of Q4 2017.

Based on Catamount Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.