Catamount Wealth Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-25	Closed	-$2K	–	198
2018 Q1	$2K	Hold	25	–	–	﹤0.01%	175
2017 Q4	$2K	Hold	25	–	–	﹤0.01%	180
2017 Q3	$2K	Hold	25	–	–	﹤0.01%	176
2017 Q2	$2K	Hold	25	–	–	﹤0.01%	162
2017 Q1	$2K	Hold	25	–	–	﹤0.01%	163
2016 Q4	$2K	Hold	25	–	–	﹤0.01%	153
2016 Q3	$2K	Hold	25	–	–	﹤0.01%	148
2016 Q2	$2K	Hold	25	–	–	﹤0.01%	127
2016 Q1	$2K	Hold	25	–	–	﹤0.01%	124
2015 Q4	$2K	Hold	25	–	–	﹤0.01%	118
2015 Q3	$2K	Hold	25	–	–	﹤0.01%	125
2015 Q2	$2K	Hold	25	–	–	﹤0.01%	168
2015 Q1	$2K	Hold	25	–	–	﹤0.01%	137
2014 Q4	$2K	Buy	+25	New	+$1.95K	﹤0.01%	119

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Catamount Wealth Management's SDY Position: Q2 2018 in Review

Catamount Wealth Management sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2018, closing a stake of 25 shares — an estimated $2K sold.

Catamount Wealth Management first reported a position in SDY in Q4 2014 and held it in 14 quarters. The position peaked at $2K in Q1 2018. 641 funds tracked by Wall St. Rank hold SDY as of Q2 2018.

Catamount Wealth Management reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2018 after selling out during the quarter.
Catamount Wealth Management sold 25 State Street SPDR S&P Dividend ETF shares in Q2 2018, an estimated $2K.
Catamount Wealth Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2014 and held it in 14 quarters.
Catamount Wealth Management's State Street SPDR S&P Dividend ETF position peaked at $2K in Q1 2018.
641 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2018.

Based on Catamount Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.