Catamount Wealth Management’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$12K	Hold	1,109	–	–	0.01%	136
2018 Q4	$14K	Buy	1,109 +561	+102%	+$7.71K	0.01%	124
2018 Q3	$8K	Buy	+548	New	+$8.65K	﹤0.01%	154

Other funds holding RTL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BCM

Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Catamount Wealth Management held its The Necessity Retail REIT, Inc. Class A Common Stock (RTL) position steady in Q1 2019 at 1,109 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #136.

Catamount Wealth Management first reported a position in RTL in Q3 2018 and has held it in 3 quarters since. The position peaked at $14K in Q4 2018. 181 funds tracked by Wall St. Rank hold RTL as of Q1 2019.

Catamount Wealth Management held 1,109 shares of The Necessity Retail REIT, Inc. Class A Common Stock worth $12K as of Q1 2019.
Catamount Wealth Management left its The Necessity Retail REIT, Inc. Class A Common Stock share count unchanged in Q1 2019.
The Necessity Retail REIT, Inc. Class A Common Stock made up 0.01% of Catamount Wealth Management's portfolio in Q1 2019, its #136 holding.
Catamount Wealth Management first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q3 2018 and has held it in 3 quarters since.
Catamount Wealth Management's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $14K in Q4 2018.
181 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q1 2019.

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