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Keebeck Wealth Management’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Keebeck Wealth Management’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
2020
Q3 		– Sell
-100
Closed -$3K – 205
2020
Q2 		$3K Buy
+100
New +$3.61K ﹤0.01% 349
2020
Q1 		– Sell
-100
Closed -$3K – 164
2019
Q4 		$3K Buy
+100
New +$3.79K ﹤0.01% 319

Other funds holding CATH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
JWM
Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

Keebeck Wealth Management's CATH Position: Q3 2020 in Review

Keebeck Wealth Management sold out of Global X S&P 500 Catholic Values ETF (CATH) in Q3 2020, closing a stake of 100 shares — an estimated $3K sold.

Keebeck Wealth Management first reported a position in CATH in Q4 2019 and held it in 2 quarters. The position peaked at $3K in Q2 2020. 59 funds tracked by Wall St. Rank hold CATH as of Q3 2020.

  • Keebeck Wealth Management reported no remaining Global X S&P 500 Catholic Values ETF position as of Q3 2020 after selling out during the quarter.
  • Keebeck Wealth Management sold 100 Global X S&P 500 Catholic Values ETF shares in Q3 2020, an estimated $3K.
  • Keebeck Wealth Management first reported a position in Global X S&P 500 Catholic Values ETF in Q4 2019 and held it in 2 quarters.
  • Keebeck Wealth Management's Global X S&P 500 Catholic Values ETF position peaked at $3K in Q2 2020.
  • 59 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q3 2020.

Based on Keebeck Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.