Catamount Wealth Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Catamount Wealth Management’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$2K	Hold	80	–	–	﹤0.01%	179
2018 Q4	$2K	Hold	80	–	–	﹤0.01%	191
2018 Q3	$2K	Sell	80 -480	-86%	-$14.2K	﹤0.01%	178
2018 Q2	$16K	Hold	560	–	–	0.01%	125
2018 Q1	$16K	Sell	560 -140	-20%	-$4.24K	0.01%	121
2017 Q4	$21K	Hold	700	–	–	0.01%	116
2017 Q3	$20K	Sell	700 -20	-3%	-$551	0.01%	118
2017 Q2	$19K	Sell	720 -2,180	-75%	-$57.9K	0.01%	121
2017 Q1	$76K	Buy	+2,900	New	+$75.3K	0.05%	63

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Catamount Wealth Management held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q1 2019 at 80 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #179.

Catamount Wealth Management first reported a position in XLB in Q1 2017 and has held it in 9 quarters since. The position peaked at $76K in Q1 2017. 451 funds tracked by Wall St. Rank hold XLB as of Q1 2019.

Catamount Wealth Management held 80 shares of State Street Materials Select Sector SPDR ETF worth $2K as of Q1 2019.
Catamount Wealth Management left its State Street Materials Select Sector SPDR ETF share count unchanged in Q1 2019.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Catamount Wealth Management's portfolio in Q1 2019, its #179 holding.
Catamount Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2017 and has held it in 9 quarters since.
Catamount Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $76K in Q1 2017.
451 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2019.

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