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B. Riley Wealth Advisors’s Cato Corp CATO Stock Holding History

B. Riley Wealth Advisors’s Portfolio CATO Stock Details CATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-279
Closed -$8.62K – 825
2014
Q2 		$8.62K Buy
+279
New +$8.12K ﹤0.01% 1848

Other funds holding CATO

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

B. Riley Wealth Advisors's CATO Position: Q3 2014 in Review

B. Riley Wealth Advisors sold out of Cato Corp (CATO) in Q3 2014, closing a stake of 279 shares — an estimated $8.62K sold.

B. Riley Wealth Advisors first reported a position in CATO in Q2 2014 and held it in 1 quarter. The position peaked at $8.62K in Q2 2014. 147 funds tracked by Wall St. Rank hold CATO as of Q3 2014.

  • B. Riley Wealth Advisors reported no remaining Cato Corp position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 279 Cato Corp shares in Q3 2014, an estimated $8.62K.
  • B. Riley Wealth Advisors first reported a position in Cato Corp in Q2 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Cato Corp position peaked at $8.62K in Q2 2014.
  • 147 funds tracked by Wall St. Rank held Cato Corp as of Q3 2014.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.