CIP
CATY icon

Chartwell Investment Partners’s Cathay General Bancorp CATY Stock Holding History

Chartwell Investment 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
2014
Q1 		– Sell
-749,795
Closed -$20M – 345
2013
Q4 		$20M Buy
749,795
+12,310
+2% +$312K 0.41% 85
2013
Q3 		$17.2M Sell
737,485
-19,435
-3% -$449K 0.39% 90
2013
Q2 		$15.4M Buy
+756,920
New +$15M 0.39% 90

Other funds holding CATY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Chartwell Investment Partners's CATY Position: Q1 2014 in Review

Chartwell Investment Partners sold out of Cathay General Bancorp (CATY) in Q1 2014, closing a stake of 749,795 shares — an estimated $20M sold.

Chartwell Investment Partners first reported a position in CATY in Q2 2013 and held it in 3 quarters. The position peaked at $20M in Q4 2013. 158 funds tracked by Wall St. Rank hold CATY as of Q1 2014.

  • Chartwell Investment Partners reported no remaining Cathay General Bancorp position as of Q1 2014 after selling out during the quarter.
  • Chartwell Investment Partners sold 749,795 Cathay General Bancorp shares in Q1 2014, an estimated $20M.
  • Chartwell Investment Partners first reported a position in Cathay General Bancorp in Q2 2013 and held it in 3 quarters.
  • Chartwell Investment Partners's Cathay General Bancorp position peaked at $20M in Q4 2013.
  • 158 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q1 2014.

Based on Chartwell Investment Partners's 13F filing for Q1 2014, filed 20 May 2014.