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Mosaic Family Wealth’s Cathay General Bancorp CATY Stock Holding History

Mosaic Family Wealth’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
2017
Q4 		– Sell
-180
Closed -$7K – 709
2017
Q3 		$7K Buy
+180
New +$6.64K ﹤0.01% 621

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Mosaic Family Wealth's CATY Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Cathay General Bancorp (CATY) in Q4 2017, closing a stake of 180 shares — an estimated $7K sold.

Mosaic Family Wealth first reported a position in CATY in Q3 2017 and held it in 1 quarter. The position peaked at $7K in Q3 2017. 241 funds tracked by Wall St. Rank hold CATY as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Cathay General Bancorp position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 180 Cathay General Bancorp shares in Q4 2017, an estimated $7K.
  • Mosaic Family Wealth first reported a position in Cathay General Bancorp in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's Cathay General Bancorp position peaked at $7K in Q3 2017.
  • 241 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.