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Dorsey & Whitney Trust’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Dorsey & Whitney Trust’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
Q1 		– Sell
-10,613
Closed -$417K – 411
2019
Q4 		$417K Buy
+10,613
New +$402K 0.06% 259

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
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
NB
Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return

Dorsey & Whitney Trust's CATH Position: Q1 2020 in Review

Dorsey & Whitney Trust sold out of Global X S&P 500 Catholic Values ETF (CATH) in Q1 2020, closing a stake of 10,613 shares — an estimated $417K sold.

Dorsey & Whitney Trust first reported a position in CATH in Q4 2019 and held it in 1 quarter. The position peaked at $417K in Q4 2019. 53 funds tracked by Wall St. Rank hold CATH as of Q1 2020.

  • Dorsey & Whitney Trust reported no remaining Global X S&P 500 Catholic Values ETF position as of Q1 2020 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 10,613 Global X S&P 500 Catholic Values ETF shares in Q1 2020, an estimated $417K.
  • Dorsey & Whitney Trust first reported a position in Global X S&P 500 Catholic Values ETF in Q4 2019 and held it in 1 quarter.
  • Dorsey & Whitney Trust's Global X S&P 500 Catholic Values ETF position peaked at $417K in Q4 2019.
  • 53 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q1 2020.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2020, filed 12 May 2020.