CWM
MXWL

Catamount Wealth Management’s Maxwell Technologies Inc MXWL Stock Holding History

Catamount Wealth Management’s Portfolio MXWL Stock Details MXWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,900
Closed -$7K – 235
2018
Q3 		$7K Hold
1,900
– – ﹤0.01% 158
2018
Q2 		$6K Hold
1,900
– – ﹤0.01% 158
2018
Q1 		$11K Hold
1,900
– – 0.01% 131
2017
Q4 		$11K Buy
1,900
+600
+46% +$3.12K 0.01% 129
2017
Q3 		$7K Buy
+1,300
New +$7.41K ﹤0.01% 148

Other funds holding MXWL

VCA
VIEX Capital Advisors Sunny Isles Beach, Florida $30.9M AUM 55.48% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Catamount Wealth Management's MXWL Position: Q4 2018 in Review

Catamount Wealth Management sold out of Maxwell Technologies Inc (MXWL) in Q4 2018, closing a stake of 1,900 shares — an estimated $7K sold.

Catamount Wealth Management first reported a position in MXWL in Q3 2017 and held it in 5 quarters. The position peaked at $11K in Q1 2018. 87 funds tracked by Wall St. Rank hold MXWL as of Q4 2018.

  • Catamount Wealth Management reported no remaining Maxwell Technologies Inc position as of Q4 2018 after selling out during the quarter.
  • Catamount Wealth Management sold 1,900 Maxwell Technologies Inc shares in Q4 2018, an estimated $7K.
  • Catamount Wealth Management first reported a position in Maxwell Technologies Inc in Q3 2017 and held it in 5 quarters.
  • Catamount Wealth Management's Maxwell Technologies Inc position peaked at $11K in Q1 2018.
  • 87 funds tracked by Wall St. Rank held Maxwell Technologies Inc as of Q4 2018.

Based on Catamount Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.