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KCS Wealth Advisory’s Cathay General Bancorp CATY Stock Holding History

KCS Wealth Advisory’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
Q4 		– Sell
-500
Closed -$17.4K – 184
2019
Q3 		$17.4K Buy
+500
New +$17.4K 0.01% 312

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

KCS Wealth Advisory's CATY Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Cathay General Bancorp (CATY) in Q4 2019, closing a stake of 500 shares — an estimated $17.4K sold.

KCS Wealth Advisory first reported a position in CATY in Q3 2019 and held it in 1 quarter. The position peaked at $17.4K in Q3 2019. 218 funds tracked by Wall St. Rank hold CATY as of Q4 2019.

  • KCS Wealth Advisory reported no remaining Cathay General Bancorp position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 500 Cathay General Bancorp shares in Q4 2019, an estimated $17.4K.
  • KCS Wealth Advisory first reported a position in Cathay General Bancorp in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's Cathay General Bancorp position peaked at $17.4K in Q3 2019.
  • 218 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.