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Catamount Wealth Management’s Under Armour UAA Stock Holding History

Catamount Wealth Management’s Portfolio UAA Stock Details UAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-2,000
Closed -$33K – 210
2017
Q3 		$33K Sell
2,000
-31,660
-94% -$581K 0.02% 95
2017
Q2 		$732K Sell
33,660
-1,047
-3% -$21.3K 0.45% 28
2017
Q1 		$687K Sell
34,707
-3,140
-8% -$73.2K 0.47% 25
2016
Q4 		$1.1M Sell
37,847
-53,640
-59% -$1.76M 0.89% 23
2016
Q3 		$3.46M Buy
91,487
+91,250
+38,502% +$3.69M 2.97% 10
2016
Q2 		$10K Sell
237
-770
-76% -$30.6K 0.01% 96
2016
Q1 		$42K Sell
1,007
-3,021
-75% -$118K 0.05% 53
2015
Q4 		$161K Sell
4,028
-77,944
-95% -$3.53M 0.15% 26
2015
Q3 		$3.94M Buy
81,972
+31,210
+61% +$1.47M 3.94% 12
2015
Q2 		$2.1M Buy
50,762
+3,032
+6% +$122K 1.63% 20
2015
Q1 		$1.91M Sell
47,730
-91
-0.2% -$3.32K 1.58% 23
2014
Q4 		$1.61M Buy
+47,821
New +$1.6M 1.54% 23

Other funds holding UAA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Catamount Wealth Management's UAA Position: Q4 2017 in Review

Catamount Wealth Management sold out of Under Armour (UAA) in Q4 2017, closing a stake of 2,000 shares — an estimated $33K sold.

Catamount Wealth Management first reported a position in UAA in Q4 2014 and held it in 12 quarters. The position peaked at $3.94M in Q3 2015. 446 funds tracked by Wall St. Rank hold UAA as of Q4 2017.

  • Catamount Wealth Management reported no remaining Under Armour position as of Q4 2017 after selling out during the quarter.
  • Catamount Wealth Management sold 2,000 Under Armour shares in Q4 2017, an estimated $33K.
  • Catamount Wealth Management first reported a position in Under Armour in Q4 2014 and held it in 12 quarters.
  • Catamount Wealth Management's Under Armour position peaked at $3.94M in Q3 2015.
  • 446 funds tracked by Wall St. Rank held Under Armour as of Q4 2017.

Based on Catamount Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.