$86.6 Million is the total value of Catamount Wealth Management's 145 reported holdings in Q2 2016. The portfolio turnover from Q1 2016 to Q2 2016 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NLSN | Exit | NIELSEN HLDGS BV EUR0.07 SEDOL #B4NTRF5stock | $0 | – | -113 | -100.0% | -0.01% | – |
| BXLT | Exit | BAXALTA INC COMstock | $0 | – | -500 | -100.0% | -0.02% | – |
| AAL | Exit | AMERICAN AIRLS GROUP INC COMstock | $0 | – | -1,000 | -100.0% | -0.05% | – |
| TWC | Exit | TIME WARNER CABLE INC CL Astock | $0 | – | -234 | -100.0% | -0.06% | – |
| LNKD | Exit | LINKEDIN CORP COM CL Astock | $0 | – | -500 | -100.0% | -0.07% | – |
| EXPE | Exit | EXPEDIA INC DEL COM NEWstock | $0 | – | -1,000 | -100.0% | -0.12% | – |
| PANW | Exit | PALO ALTO NETWORKS INC COMstock | $0 | – | -12,975 | -100.0% | -2.45% | – |
| AAPL | Exit | APPLE INCstock | $0 | – | -21,080 | -100.0% | -2.66% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-08-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FACEBOOK INC CL A | 18 | Q1 2019 | 28.7% |
| SPDR S&P 500 TRUST | 18 | Q1 2019 | 14.3% |
| VISA INC COM CL A | 18 | Q1 2019 | 7.7% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 18 | Q1 2019 | 8.4% |
| JPMORGAN CHASE & CO COM | 18 | Q1 2019 | 5.5% |
| VERIZON COMMUNICATIONS INC COM | 18 | Q1 2019 | 7.0% |
| BANK AMER CORP COM | 18 | Q1 2019 | 4.7% |
| AT&T INC COM | 18 | Q1 2019 | 6.7% |
| CHEVRON CORP NEW COM | 18 | Q1 2019 | 3.0% |
| SPDR DOW JONES INDUSTRIAL ETF | 18 | Q1 2019 | 3.7% |
View Catamount Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-05-03 |
| 13F-HR | 2019-02-13 |
| 13F-HR | 2018-11-13 |
| 13F-HR | 2018-08-13 |
| 13F-HR | 2018-05-14 |
| 13F-HR | 2018-02-13 |
| 13F-HR | 2017-11-13 |
| 13F-HR | 2017-08-04 |
| 13F-HR | 2017-05-12 |
| 13F-HR | 2017-02-14 |
View Catamount Wealth Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.