HIS
CATY icon

Horizon Investment Services’s Cathay General Bancorp CATY Stock Holding History

Horizon Investment Services’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
2018
Q1 		– Sell
-4,939
Closed -$208K – 103
2017
Q4 		$208K Sell
4,939
-1,668
-25% -$69.7K 0.09% 98
2017
Q3 		$266K Buy
6,607
+91
+1% +$3.36K 0.11% 90
2017
Q2 		$247K Sell
6,516
-915
-12% -$34.4K 0.11% 91
2017
Q1 		$280K Buy
7,431
+482
+7% +$18.3K 0.13% 95
2016
Q4 		$264K Sell
6,949
-212
-3% -$7.17K 0.12% 96
2016
Q3 		$220K Buy
+7,161
New +$217K 0.11% 97

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Horizon Investment Services's CATY Position: Q1 2018 in Review

Horizon Investment Services sold out of Cathay General Bancorp (CATY) in Q1 2018, closing a stake of 4,939 shares — an estimated $208K sold.

Horizon Investment Services first reported a position in CATY in Q3 2016 and held it in 6 quarters. The position peaked at $280K in Q1 2017. 243 funds tracked by Wall St. Rank hold CATY as of Q1 2018.

  • Horizon Investment Services reported no remaining Cathay General Bancorp position as of Q1 2018 after selling out during the quarter.
  • Horizon Investment Services sold 4,939 Cathay General Bancorp shares in Q1 2018, an estimated $208K.
  • Horizon Investment Services first reported a position in Cathay General Bancorp in Q3 2016 and held it in 6 quarters.
  • Horizon Investment Services's Cathay General Bancorp position peaked at $280K in Q1 2017.
  • 243 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q1 2018.

Based on Horizon Investment Services's 13F filing for Q1 2018, filed 14 May 2018.