Capstone Investment Advisors
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Capstone Investment Advisors’s Cato Corp CATO Stock Holding History

Capstone Investment 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
2016
Q4 		– Sell
-19,331
Closed -$635K – 934
2016
Q3 		$635K Buy
19,331
+10,620
+122% +$367K 0.01% 474
2016
Q2 		$328K Buy
+8,711
New +$325K 0.01% 553

Other funds holding CATO

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Capstone Investment Advisors's CATO Position: Q4 2016 in Review

Capstone Investment Advisors sold out of Cato Corp (CATO) in Q4 2016, closing a stake of 19,331 shares — an estimated $635K sold.

Capstone Investment Advisors first reported a position in CATO in Q2 2016 and held it in 2 quarters. The position peaked at $635K in Q3 2016. 155 funds tracked by Wall St. Rank hold CATO as of Q4 2016.

  • Capstone Investment Advisors reported no remaining Cato Corp position as of Q4 2016 after selling out during the quarter.
  • Capstone Investment Advisors sold 19,331 Cato Corp shares in Q4 2016, an estimated $635K.
  • Capstone Investment Advisors first reported a position in Cato Corp in Q2 2016 and held it in 2 quarters.
  • Capstone Investment Advisors's Cato Corp position peaked at $635K in Q3 2016.
  • 155 funds tracked by Wall St. Rank held Cato Corp as of Q4 2016.

Based on Capstone Investment Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.