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Focused Wealth Management’s Cathay General Bancorp CATY Stock Holding History

Focused Wealth Management’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
Q3 		– Sell
-100
Closed -$4K – 706
2019
Q2 		$4K Hold
100
– – ﹤0.01% 612
2019
Q1 		$3K Hold
100
– – ﹤0.01% 591
2018
Q4 		$3K Hold
100
– – ﹤0.01% 575
2018
Q3 		$4K Hold
100
– – ﹤0.01% 536
2018
Q2 		$4K Hold
100
– – ﹤0.01% 527
2018
Q1 		$4K Buy
+100
New +$4.28K ﹤0.01% 571

Other funds holding CATY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Focused Wealth Management's CATY Position: Q3 2019 in Review

Focused Wealth Management sold out of Cathay General Bancorp (CATY) in Q3 2019, closing a stake of 100 shares — an estimated $4K sold.

Focused Wealth Management first reported a position in CATY in Q1 2018 and held it in 6 quarters. The position peaked at $4K in Q2 2019. 223 funds tracked by Wall St. Rank hold CATY as of Q3 2019.

  • Focused Wealth Management reported no remaining Cathay General Bancorp position as of Q3 2019 after selling out during the quarter.
  • Focused Wealth Management sold 100 Cathay General Bancorp shares in Q3 2019, an estimated $4K.
  • Focused Wealth Management first reported a position in Cathay General Bancorp in Q1 2018 and held it in 6 quarters.
  • Focused Wealth Management's Cathay General Bancorp position peaked at $4K in Q2 2019.
  • 223 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q3 2019.

Based on Focused Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.