Catamount Wealth Management’s iShares Global Consumer Discretionary ETF RXI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-14	Closed	-$1K	–	189
2015 Q2	$1K	Hold	14	–	–	﹤0.01%	188
2015 Q1	$1K	Buy	+14	New	+$1.23K	﹤0.01%	158

Other funds holding RXI

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

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

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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Catamount Wealth Management's RXI Position: Q3 2015 in Review

Catamount Wealth Management sold out of iShares Global Consumer Discretionary ETF (RXI) in Q3 2015, closing a stake of 14 shares — an estimated $1K sold.

Catamount Wealth Management first reported a position in RXI in Q1 2015 and held it in 2 quarters. The position peaked at $1K in Q2 2015. 51 funds tracked by Wall St. Rank hold RXI as of Q3 2015.

Catamount Wealth Management reported no remaining iShares Global Consumer Discretionary ETF position as of Q3 2015 after selling out during the quarter.
Catamount Wealth Management sold 14 iShares Global Consumer Discretionary ETF shares in Q3 2015, an estimated $1K.
Catamount Wealth Management first reported a position in iShares Global Consumer Discretionary ETF in Q1 2015 and held it in 2 quarters.
Catamount Wealth Management's iShares Global Consumer Discretionary ETF position peaked at $1K in Q2 2015.
51 funds tracked by Wall St. Rank held iShares Global Consumer Discretionary ETF as of Q3 2015.

Based on Catamount Wealth Management's 13F filing for Q3 2015, filed 22 Jun 2016.