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Rational Advisors’s Cato Corp CATO Stock Holding History

Rational Advisors’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
-11,925
Closed -$392K – 225
2016
Q3 		$392K Hold
11,925
– – 0.26% 112
2016
Q2 		$450K Hold
11,925
– – 0.31% 91
2016
Q1 		$460K Buy
+11,925
New +$438K 0.3% 102
2015
Q3 		$4K Hold
120
– – ﹤0.01% 424
2015
Q2 		$5K Hold
120
– – ﹤0.01% 423
2015
Q1 		$5K Sell
120
-80
-40% -$3.4K ﹤0.01% 420
2014
Q4 		$8K Buy
+200
New +$7.52K ﹤0.01% 457
2013
Q4 		$10K Sell
300
-20
-6% -$616 ﹤0.01% 804
2013
Q3 		$9K Hold
320
– – ﹤0.01% 840
2013
Q2 		$8K Buy
+320
New +$7.82K ﹤0.01% 846

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

Rational Advisors's CATO Position: Q4 2016 in Review

Rational Advisors sold out of Cato Corp (CATO) in Q4 2016, closing a stake of 11,925 shares — an estimated $392K sold.

Rational Advisors first reported a position in CATO in Q2 2013 and held it in 10 quarters. The position peaked at $460K in Q1 2016. 155 funds tracked by Wall St. Rank hold CATO as of Q4 2016.

  • Rational Advisors reported no remaining Cato Corp position as of Q4 2016 after selling out during the quarter.
  • Rational Advisors sold 11,925 Cato Corp shares in Q4 2016, an estimated $392K.
  • Rational Advisors first reported a position in Cato Corp in Q2 2013 and held it in 10 quarters.
  • Rational Advisors's Cato Corp position peaked at $460K in Q1 2016.
  • 155 funds tracked by Wall St. Rank held Cato Corp as of Q4 2016.

Based on Rational Advisors's 13F filing for Q4 2016, filed 8 Feb 2017.