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Kavar Capital Partners Group’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Kavar Capital Partners Group’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
2019
Q3 		– Sell
-2,238
Closed -$80K – 179
2019
Q2 		$80K Buy
+2,238
New +$79.1K 0.03% 180
2018
Q3 		– Sell
-700
Closed -$24K – 137
2018
Q2 		$24K Hold
700
– – 0.01% 243
2018
Q1 		$23K Buy
+700
New +$23.5K 0.01% 250

Other funds holding CATH

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
JWM
Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return

Kavar Capital Partners Group's CATH Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of Global X S&P 500 Catholic Values ETF (CATH) in Q3 2019, closing a stake of 2,238 shares — an estimated $80K sold.

Kavar Capital Partners Group first reported a position in CATH in Q1 2018 and held it in 3 quarters. The position peaked at $80K in Q2 2019. 41 funds tracked by Wall St. Rank hold CATH as of Q3 2019.

  • Kavar Capital Partners Group reported no remaining Global X S&P 500 Catholic Values ETF position as of Q3 2019 after selling out during the quarter.
  • Kavar Capital Partners Group sold 2,238 Global X S&P 500 Catholic Values ETF shares in Q3 2019, an estimated $80K.
  • Kavar Capital Partners Group first reported a position in Global X S&P 500 Catholic Values ETF in Q1 2018 and held it in 3 quarters.
  • Kavar Capital Partners Group's Global X S&P 500 Catholic Values ETF position peaked at $80K in Q2 2019.
  • 41 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.