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Capital Wealth Planning’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Capital Wealth Planning’s Portfolio CATH Stock Details CATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-6,278
Closed -$200K – 119
2020
Q1 		$200K Buy
+6,278
New +$235K 0.01% 213

Other funds holding CATH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
JWM
Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

Capital Wealth Planning's CATH Position: Q2 2020 in Review

Capital Wealth Planning sold out of Global X S&P 500 Catholic Values ETF (CATH) in Q2 2020, closing a stake of 6,278 shares — an estimated $200K sold.

Capital Wealth Planning first reported a position in CATH in Q1 2020 and held it in 1 quarter. The position peaked at $200K in Q1 2020. 51 funds tracked by Wall St. Rank hold CATH as of Q2 2020.

  • Capital Wealth Planning reported no remaining Global X S&P 500 Catholic Values ETF position as of Q2 2020 after selling out during the quarter.
  • Capital Wealth Planning sold 6,278 Global X S&P 500 Catholic Values ETF shares in Q2 2020, an estimated $200K.
  • Capital Wealth Planning first reported a position in Global X S&P 500 Catholic Values ETF in Q1 2020 and held it in 1 quarter.
  • Capital Wealth Planning's Global X S&P 500 Catholic Values ETF position peaked at $200K in Q1 2020.
  • 51 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.