CWM
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Catamount Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Catamount Wealth Management’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-75
Closed -$4K – 199
2015
Q2 		$4K Buy
+75
New +$3.75K ﹤0.01% 152

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Catamount Wealth Management sold out of Vanguard Financials ETF (VFH) in Q3 2015, closing a stake of 75 shares — an estimated $4K sold.

Catamount Wealth Management first reported a position in VFH in Q2 2015 and held it in 1 quarter. The position peaked at $4K in Q2 2015. 132 funds tracked by Wall St. Rank hold VFH as of Q3 2015.

  • Catamount Wealth Management reported no remaining Vanguard Financials ETF position as of Q3 2015 after selling out during the quarter.
  • Catamount Wealth Management sold 75 Vanguard Financials ETF shares in Q3 2015, an estimated $4K.
  • Catamount Wealth Management first reported a position in Vanguard Financials ETF in Q2 2015 and held it in 1 quarter.
  • Catamount Wealth Management's Vanguard Financials ETF position peaked at $4K in Q2 2015.
  • 132 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2015.

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