Burt Wealth Advisors’s Cato Corp CATO Stock Holding History

Burt 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
2018 Q3	–	Sell	-100	Closed	-$2K	–	384
2018 Q2	$2K	Hold	100	–	–	﹤0.01%	338
2018 Q1	$1K	Hold	100	–	–	﹤0.01%	363
2017 Q4	$2K	Hold	100	–	–	﹤0.01%	337
2017 Q3	$1K	Hold	100	–	–	﹤0.01%	338
2017 Q2	$1K	Hold	100	–	–	﹤0.01%	382
2017 Q1	$2K	Hold	100	–	–	﹤0.01%	321
2016 Q4	$3K	Hold	100	–	–	﹤0.01%	340
2016 Q3	$3K	Hold	100	–	–	﹤0.01%	341
2016 Q2	$3K	Hold	100	–	–	﹤0.01%	342
2016 Q1	$4K	Hold	100	–	–	﹤0.01%	399
2015 Q4	$3K	Hold	100	–	–	﹤0.01%	426
2015 Q3	$3K	Hold	100	–	–	﹤0.01%	332
2015 Q2	$3K	Hold	100	–	–	﹤0.01%	329
2015 Q1	$4K	Hold	100	–	–	﹤0.01%	294
2014 Q4	$4K	Buy	+100	New	+$3.76K	﹤0.01%	282

Other funds holding CATO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Burt Wealth Advisors's CATO Position: Q3 2018 in Review

Burt Wealth Advisors sold out of Cato Corp (CATO) in Q3 2018, closing a stake of 100 shares — an estimated $2K sold.

Burt Wealth Advisors first reported a position in CATO in Q4 2014 and held it in 15 quarters. The position peaked at $4K in Q1 2016. 157 funds tracked by Wall St. Rank hold CATO as of Q3 2018.

Burt Wealth Advisors reported no remaining Cato Corp position as of Q3 2018 after selling out during the quarter.
Burt Wealth Advisors sold 100 Cato Corp shares in Q3 2018, an estimated $2K.
Burt Wealth Advisors first reported a position in Cato Corp in Q4 2014 and held it in 15 quarters.
Burt Wealth Advisors's Cato Corp position peaked at $4K in Q1 2016.
157 funds tracked by Wall St. Rank held Cato Corp as of Q3 2018.

Based on Burt Wealth Advisors's 13F filing for Q3 2018, filed 30 Oct 2018.