CWM
VG

Catamount Wealth Management’s Vonage Holdings Corporation VG Stock Holding History

Catamount Wealth Management’s Portfolio VG Stock Details VG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-300
Closed -$2K – 215
2017
Q2 		$2K Buy
+300
New +$2K ﹤0.01% 167

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Catamount Wealth Management's VG Position: Q3 2017 in Review

Catamount Wealth Management sold out of Vonage Holdings Corporation (VG) in Q3 2017, closing a stake of 300 shares — an estimated $2K sold.

Catamount Wealth Management first reported a position in VG in Q2 2017 and held it in 1 quarter. The position peaked at $2K in Q2 2017. 219 funds tracked by Wall St. Rank hold VG as of Q3 2017.

  • Catamount Wealth Management reported no remaining Vonage Holdings Corporation position as of Q3 2017 after selling out during the quarter.
  • Catamount Wealth Management sold 300 Vonage Holdings Corporation shares in Q3 2017, an estimated $2K.
  • Catamount Wealth Management first reported a position in Vonage Holdings Corporation in Q2 2017 and held it in 1 quarter.
  • Catamount Wealth Management's Vonage Holdings Corporation position peaked at $2K in Q2 2017.
  • 219 funds tracked by Wall St. Rank held Vonage Holdings Corporation as of Q3 2017.

Based on Catamount Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.