CWM
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Catamount Wealth Management’s Post Holdings POST Stock Holding History

Catamount Wealth Management’s Portfolio POST Stock Details POST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-115
Closed -$6K – 180
2016
Q3 		$6K Hold
115
– – 0.01% 125
2016
Q2 		$6K Hold
115
– – 0.01% 113
2016
Q1 		$5K Hold
115
– – 0.01% 111
2015
Q4 		$5K Buy
+115
New +$4.76K ﹤0.01% 107

Other funds holding POST

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
TCP
Tourbillon Capital Partners New York $6.26M AUM 42.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Catamount Wealth Management sold out of Post Holdings (POST) in Q4 2016, closing a stake of 115 shares — an estimated $6K sold.

Catamount Wealth Management first reported a position in POST in Q4 2015 and held it in 4 quarters. The position peaked at $6K in Q3 2016. 295 funds tracked by Wall St. Rank hold POST as of Q4 2016.

  • Catamount Wealth Management reported no remaining Post Holdings position as of Q4 2016 after selling out during the quarter.
  • Catamount Wealth Management sold 115 Post Holdings shares in Q4 2016, an estimated $6K.
  • Catamount Wealth Management first reported a position in Post Holdings in Q4 2015 and held it in 4 quarters.
  • Catamount Wealth Management's Post Holdings position peaked at $6K in Q3 2016.
  • 295 funds tracked by Wall St. Rank held Post Holdings as of Q4 2016.

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