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Avantax Planning Partners’s Cathay General Bancorp CATY Stock Holding History

Avantax Planning Partners’s Portfolio CATY Stock Details CATY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-119
Closed -$5K – 423
2018
Q1 		$5K Buy
+119
New +$5.09K ﹤0.01% 1309

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State Street
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Dimensional Fund Advisors
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Avantax Planning Partners's CATY Position: Q2 2018 in Review

Avantax Planning Partners sold out of Cathay General Bancorp (CATY) in Q2 2018, closing a stake of 119 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in CATY in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 241 funds tracked by Wall St. Rank hold CATY as of Q2 2018.

  • Avantax Planning Partners reported no remaining Cathay General Bancorp position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 119 Cathay General Bancorp shares in Q2 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in Cathay General Bancorp in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Cathay General Bancorp position peaked at $5K in Q1 2018.
  • 241 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.