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MSI Financial Services’s Cato Corp CATO Stock Holding History

MSI Financial Services’s Portfolio CATO Stock Details CATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-36
Closed -$1K – 3834
2016
Q3 		$1K Hold
36
– – ﹤0.01% 3655
2016
Q2 		$1K Hold
36
– – ﹤0.01% 3673
2016
Q1 		$1K Hold
36
– – ﹤0.01% 3709
2015
Q4 		$1K Hold
36
– – ﹤0.01% 3592
2015
Q3 		$1K Buy
36
+3
+9% +$109 ﹤0.01% 2915
2015
Q2 		$1K Hold
33
– – ﹤0.01% 2877
2015
Q1 		$1K Buy
+33
New +$1.4K ﹤0.01% 2836
2014
Q1 		– Sell
-105
Closed -$3K – 2510
2013
Q4 		$3K Sell
105
-105
-50% -$3.23K ﹤0.01% 2127
2013
Q3 		$6K Buy
210
+105
+100% +$2.86K ﹤0.01% 1619
2013
Q2 		$3K Buy
+105
New +$2.56K ﹤0.01% 1969

Other funds holding CATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

MSI Financial Services's CATO Position: Q4 2016 in Review

MSI Financial Services sold out of Cato Corp (CATO) in Q4 2016, closing a stake of 36 shares — an estimated $1K sold.

MSI Financial Services first reported a position in CATO in Q2 2013 and held it in 10 quarters. The position peaked at $6K in Q3 2013. 154 funds tracked by Wall St. Rank hold CATO as of Q4 2016.

  • MSI Financial Services reported no remaining Cato Corp position as of Q4 2016 after selling out during the quarter.
  • MSI Financial Services sold 36 Cato Corp shares in Q4 2016, an estimated $1K.
  • MSI Financial Services first reported a position in Cato Corp in Q2 2013 and held it in 10 quarters.
  • MSI Financial Services's Cato Corp position peaked at $6K in Q3 2013.
  • 154 funds tracked by Wall St. Rank held Cato Corp as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.