CWM
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Catamount Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Catamount Wealth Management’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$8K Sell
55
-54
-50% -$7.31K ﹤0.01% 144
2018
Q4 		$15K Buy
+109
New +$14.5K 0.01% 121

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Catamount Wealth Management's VIS Position: Q1 2019 in Review

Catamount Wealth Management reduced its Vanguard Industrials ETF (VIS) stake by 50% in Q1 2019, selling an estimated $7.31K and leaving 55 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #144.

Catamount Wealth Management first reported a position in VIS in Q4 2018 and has held it in 2 quarters since. The position peaked at $15K in Q4 2018. 221 funds tracked by Wall St. Rank hold VIS as of Q1 2019.

  • Catamount Wealth Management held 55 shares of Vanguard Industrials ETF worth $8K as of Q1 2019.
  • Catamount Wealth Management sold 54 Vanguard Industrials ETF shares in Q1 2019, an estimated $7.31K.
  • Vanguard Industrials ETF made up ﹤0.01% of Catamount Wealth Management's portfolio in Q1 2019, its #144 holding.
  • Catamount Wealth Management first reported a position in Vanguard Industrials ETF in Q4 2018 and has held it in 2 quarters since.
  • Catamount Wealth Management's Vanguard Industrials ETF position peaked at $15K in Q4 2018.
  • 221 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.