Catamount Wealth Management’s State Street SPDR MSCI Emerging Markets StrategicFactors ETF QEMM Stock Holding History

Catamount Wealth Management’s Portfolio QEMM Stock Details QEMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$24K	Hold	400	–	–	0.01%	109
2018 Q4	$24K	Sell	400 -210	-34%	-$11.7K	0.02%	95
2018 Q3	$36K	Hold	610	–	–	0.02%	95
2018 Q2	$36K	Hold	610	–	–	0.02%	91
2018 Q1	$40K	Hold	610	–	–	0.02%	84
2017 Q4	$39K	Buy	+610	New	+$38.4K	0.02%	87

Other funds holding QEMM

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SAM

Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

Catamount Wealth Management's QEMM Position: Q1 2019 in Review

Catamount Wealth Management held its State Street SPDR MSCI Emerging Markets StrategicFactors ETF (QEMM) position steady in Q1 2019 at 400 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #109.

Catamount Wealth Management first reported a position in QEMM in Q4 2017 and has held it in 6 quarters since. The position peaked at $40K in Q1 2018. 44 funds tracked by Wall St. Rank hold QEMM as of Q1 2019.

Catamount Wealth Management held 400 shares of State Street SPDR MSCI Emerging Markets StrategicFactors ETF worth $24K as of Q1 2019.
Catamount Wealth Management left its State Street SPDR MSCI Emerging Markets StrategicFactors ETF share count unchanged in Q1 2019.
State Street SPDR MSCI Emerging Markets StrategicFactors ETF made up 0.01% of Catamount Wealth Management's portfolio in Q1 2019, its #109 holding.
Catamount Wealth Management first reported a position in State Street SPDR MSCI Emerging Markets StrategicFactors ETF in Q4 2017 and has held it in 6 quarters since.
Catamount Wealth Management's State Street SPDR MSCI Emerging Markets StrategicFactors ETF position peaked at $40K in Q1 2018.
44 funds tracked by Wall St. Rank held State Street SPDR MSCI Emerging Markets StrategicFactors ETF as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.