Catamount Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$503K	Sell	13,598 -504	-4%	-$17.2K	0.29%	30
2018 Q4	$467K	Sell	14,102 -240	-2%	-$8.12K	0.32%	23
2018 Q3	$540K	Buy	14,342 +760	+6%	+$27.9K	0.26%	29
2018 Q2	$496K	Sell	13,582 -160	-1%	-$5.49K	0.24%	29
2018 Q1	$449K	Sell	13,742 -318	-2%	-$10.7K	0.24%	30
2017 Q4	$450K	Sell	14,060 -50	-0.4%	-$1.57K	0.25%	29
2017 Q3	$417K	Sell	14,110 -510	-3%	-$14.7K	0.24%	29
2017 Q2	$400K	Buy	+14,620	New	+$402K	0.24%	32

Other funds holding XLK

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

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

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

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

SGI

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

Catamount Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.6% in Q1 2019, selling an estimated $17.2K and leaving 13,598 shares worth $503K. The position accounts for 0.29% of the portfolio, ranked #30.

Catamount Wealth Management first reported a position in XLK in Q2 2017 and has held it in 8 quarters since. The position peaked at $540K in Q3 2018. 940 funds tracked by Wall St. Rank hold XLK as of Q1 2019.

Catamount Wealth Management held 13,598 shares of State Street Technology Select Sector SPDR ETF worth $503K as of Q1 2019.
Catamount Wealth Management sold 504 State Street Technology Select Sector SPDR ETF shares in Q1 2019, an estimated $17.2K.
State Street Technology Select Sector SPDR ETF made up 0.29% of Catamount Wealth Management's portfolio in Q1 2019, its #30 holding.
Catamount Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2017 and has held it in 8 quarters since.
Catamount Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $540K in Q3 2018.
940 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2019.

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