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EP Wealth Advisors’s Cathay General Bancorp CATY Stock Holding History

EP Wealth Advisors’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
2019
Q1 		– Sell
-7,641
Closed -$256K – 250
2018
Q4 		$256K Buy
7,641
+14
+0.2% +$530 0.02% 222
2018
Q3 		$316K Buy
7,627
+9
+0.1% +$378 0.02% 219
2018
Q2 		$308K Buy
+7,618
New +$315K 0.03% 151
2018
Q1 		– Sell
-6,990
Closed -$295K – 206
2017
Q4 		$295K Buy
6,990
+9
+0.1% +$376 0.03% 147
2017
Q3 		$281K Buy
6,981
+9
+0.1% +$332 0.03% 140
2017
Q2 		$265K Buy
6,972
+9
+0.1% +$338 0.03% 147
2017
Q1 		$262K Sell
6,963
-2,614
-27% -$99.3K 0.04% 131
2016
Q4 		$306K Sell
9,577
-472
-5% -$16K 0.04% 107
2016
Q3 		$309K Buy
10,049
+9
+0.1% +$273 0.05% 104
2016
Q2 		$283K Buy
10,040
+10
+0.1% +$296 0.05% 100
2016
Q1 		$284K Buy
10,030
+10
+0.1% +$277 0.04% 110
2015
Q4 		$314K Sell
10,020
-323
-3% -$10.4K 0.05% 118
2015
Q3 		$310K Buy
10,343
+7
+0.1% +$219 0.06% 108
2015
Q2 		$335K Sell
10,336
-694
-6% -$21K 0.06% 90
2015
Q1 		$314K Buy
11,030
+6
+0.1% +$155 0.06% 97
2014
Q4 		$282K Sell
11,024
-484
-4% -$12.3K 0.05% 105
2014
Q3 		$286K Buy
11,508
+4
+0% +$103 0.05% 88
2014
Q2 		$294K Buy
11,504
+4
+0% +$98 0.07% 85
2014
Q1 		$290K Sell
11,500
-3,397
-23% -$84.9K 0.08% 82
2013
Q4 		$398K Sell
14,897
-597
-4% -$15.1K 0.1% 79
2013
Q3 		$362K Hold
15,494
– – 0.11% 71
2013
Q2 		$315K Buy
+15,494
New +$307K 0.11% 62

Other funds holding CATY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EP Wealth Advisors's CATY Position: Q1 2019 in Review

EP Wealth Advisors sold out of Cathay General Bancorp (CATY) in Q1 2019, closing a stake of 7,641 shares — an estimated $256K sold.

EP Wealth Advisors first reported a position in CATY in Q2 2013 and held it in 22 quarters. The position peaked at $398K in Q4 2013. 237 funds tracked by Wall St. Rank hold CATY as of Q1 2019.

  • EP Wealth Advisors reported no remaining Cathay General Bancorp position as of Q1 2019 after selling out during the quarter.
  • EP Wealth Advisors sold 7,641 Cathay General Bancorp shares in Q1 2019, an estimated $256K.
  • EP Wealth Advisors first reported a position in Cathay General Bancorp in Q2 2013 and held it in 22 quarters.
  • EP Wealth Advisors's Cathay General Bancorp position peaked at $398K in Q4 2013.
  • 237 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q1 2019.

Based on EP Wealth Advisors's 13F filing for Q1 2019, filed 20 May 2019.