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IHT Wealth Management’s Climb Global Solutions CLMB Stock Holding History

IHT Wealth Management’s Portfolio CLMB Stock Details CLMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-232
Closed -$1K – 1695
2017
Q4 		$1K Hold
232
– – ﹤0.01% 1561
2017
Q3 		$1K Hold
232
– – ﹤0.01% 1289
2017
Q2 		$338 Hold
232
– – 0.16% 151
2017
Q1 		$1K Buy
+232
New +$1.05K ﹤0.01% 1147

Other funds holding CLMB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PGFC
Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return
ZIM
ZPR Investment Management Orange City, Florida $46.8M AUM 2.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return

IHT Wealth Management's CLMB Position: Q1 2018 in Review

IHT Wealth Management sold out of Climb Global Solutions (CLMB) in Q1 2018, closing a stake of 232 shares — an estimated $1K sold.

IHT Wealth Management first reported a position in CLMB in Q1 2017 and held it in 4 quarters. The position peaked at $1K in Q4 2017. 22 funds tracked by Wall St. Rank hold CLMB as of Q1 2018.

  • IHT Wealth Management reported no remaining Climb Global Solutions position as of Q1 2018 after selling out during the quarter.
  • IHT Wealth Management sold 232 Climb Global Solutions shares in Q1 2018, an estimated $1K.
  • IHT Wealth Management first reported a position in Climb Global Solutions in Q1 2017 and held it in 4 quarters.
  • IHT Wealth Management's Climb Global Solutions position peaked at $1K in Q4 2017.
  • 22 funds tracked by Wall St. Rank held Climb Global Solutions as of Q1 2018.

Based on IHT Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.