Catamount Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$26K	Sell	902 -18	-2%	-$501	0.01%	104
2018 Q4	$25K	Buy	920 +120	+15%	+$3.26K	0.02%	93
2018 Q3	$21K	Hold	800	–	–	0.01%	122
2018 Q2	$21K	Hold	800	–	–	0.01%	117
2018 Q1	$20K	Buy	800 +630	+371%	+$15.7K	0.01%	114
2017 Q4	$4K	Buy	+170	New	+$4.66K	﹤0.01%	170

Other funds holding XLU

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

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

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

SGI

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

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

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

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

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

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

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

Catamount Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2% in Q1 2019, selling an estimated $501 and leaving 902 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #104.

Catamount Wealth Management first reported a position in XLU in Q4 2017 and has held it in 6 quarters since. 717 funds tracked by Wall St. Rank hold XLU as of Q1 2019.

Catamount Wealth Management held 902 shares of State Street Utilities Select Sector SPDR ETF worth $26K as of Q1 2019.
Catamount Wealth Management sold 18 State Street Utilities Select Sector SPDR ETF shares in Q1 2019, an estimated $501.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Catamount Wealth Management's portfolio in Q1 2019, its #104 holding.
Catamount Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2017 and has held it in 6 quarters since.
717 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2019.

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