CWM
SUMR

Catamount Wealth Management’s Summer Infant, Inc. SUMR Stock Holding History

Catamount Wealth Management’s Portfolio SUMR Stock Details SUMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-361
Closed -$4K – 203
2018
Q1 		$4K Hold
361
– – ﹤0.01% 167
2017
Q4 		$5K Hold
361
– – ﹤0.01% 166
2017
Q3 		$6K Buy
+361
New +$6.06K ﹤0.01% 151

Other funds holding SUMR

WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Catamount Wealth Management sold out of Summer Infant, Inc. (SUMR) in Q2 2018, closing a stake of 361 shares — an estimated $4K sold.

Catamount Wealth Management first reported a position in SUMR in Q3 2017 and held it in 3 quarters. The position peaked at $6K in Q3 2017. 18 funds tracked by Wall St. Rank hold SUMR as of Q2 2018.

  • Catamount Wealth Management reported no remaining Summer Infant, Inc. position as of Q2 2018 after selling out during the quarter.
  • Catamount Wealth Management sold 361 Summer Infant, Inc. shares in Q2 2018, an estimated $4K.
  • Catamount Wealth Management first reported a position in Summer Infant, Inc. in Q3 2017 and held it in 3 quarters.
  • Catamount Wealth Management's Summer Infant, Inc. position peaked at $6K in Q3 2017.
  • 18 funds tracked by Wall St. Rank held Summer Infant, Inc. as of Q2 2018.

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