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Catamount Wealth Management’s Reliance Steel & Aluminium RS Stock Holding History

Catamount Wealth Management’s Portfolio RS Stock Details RS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-75
Closed -$4.36K – 141
2015
Q3 		$4K Sell
75
-75
-50% -$4.39K ﹤0.01% 112
2015
Q2 		$9K Hold
150
– – 0.01% 121
2015
Q1 		$9K Hold
150
– – 0.01% 105
2014
Q4 		$9K Buy
+150
New +$9.52K 0.01% 91

Other funds holding RS

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Catamount Wealth Management's RS Position: Q4 2015 in Review

Catamount Wealth Management sold out of Reliance Steel & Aluminium (RS) in Q4 2015, closing a stake of 75 shares — an estimated $4.36K sold.

Catamount Wealth Management first reported a position in RS in Q4 2014 and held it in 4 quarters. The position peaked at $9K in Q2 2015. 294 funds tracked by Wall St. Rank hold RS as of Q4 2015.

  • Catamount Wealth Management reported no remaining Reliance Steel & Aluminium position as of Q4 2015 after selling out during the quarter.
  • Catamount Wealth Management sold 75 Reliance Steel & Aluminium shares in Q4 2015, an estimated $4.36K.
  • Catamount Wealth Management first reported a position in Reliance Steel & Aluminium in Q4 2014 and held it in 4 quarters.
  • Catamount Wealth Management's Reliance Steel & Aluminium position peaked at $9K in Q2 2015.
  • 294 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q4 2015.

Based on Catamount Wealth Management's 13F filing for Q4 2015, filed 22 Jun 2016.