Shelton Capital Management’s Cathay General Bancorp CATY Stock Holding History

Shelton Capital Management’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 Q3	–	Sell	-5,662	Closed	-$203K	–	830
2019 Q2	$203K	Buy	+5,662	New	+$201K	0.01%	766
2018 Q4	–	Sell	-5,662	Closed	-$235K	–	804
2018 Q3	$235K	Hold	5,662	–	–	0.01%	749
2018 Q2	$229K	Hold	5,662	–	–	0.01%	719
2018 Q1	$226K	Hold	5,662	–	–	0.01%	707
2017 Q4	$239K	Hold	5,662	–	–	0.02%	715
2017 Q3	$228K	Hold	5,662	–	–	0.02%	723
2017 Q2	$215K	Hold	5,662	–	–	0.02%	777
2017 Q1	$213K	Sell	5,662 -1,976	-26%	-$75.1K	0.01%	775
2016 Q4	$290K	Hold	7,638	–	–	0.02%	630
2016 Q3	$235K	Hold	7,638	–	–	0.02%	668
2016 Q2	$215K	Hold	7,638	–	–	0.02%	683
2016 Q1	$216K	Hold	7,638	–	–	0.02%	688
2015 Q4	$239K	Hold	7,638	–	–	0.02%	643
2015 Q3	$229K	Hold	7,638	–	–	0.03%	650
2015 Q2	$248K	Hold	7,638	–	–	0.03%	660
2015 Q1	$217K	Buy	+7,638	New	+$197K	0.02%	739
2014 Q4	–	Sell	-8,233	Closed	-$204K	–	793
2014 Q3	$204K	Hold	8,233	–	–	0.03%	722
2014 Q2	$210K	Hold	8,233	–	–	0.03%	739
2014 Q1	$207K	Hold	8,233	–	–	0.03%	710
2013 Q4	$220K	Buy	+8,233	New	+$209K	0.03%	658

Other funds holding CATY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Shelton Capital Management's CATY Position: Q3 2019 in Review

Shelton Capital Management sold out of Cathay General Bancorp (CATY) in Q3 2019, closing a stake of 5,662 shares — an estimated $203K sold.

Shelton Capital Management first reported a position in CATY in Q4 2013 and held it in 20 quarters. The position peaked at $290K in Q4 2016. 223 funds tracked by Wall St. Rank hold CATY as of Q3 2019.

Shelton Capital Management reported no remaining Cathay General Bancorp position as of Q3 2019 after selling out during the quarter.
Shelton Capital Management sold 5,662 Cathay General Bancorp shares in Q3 2019, an estimated $203K.
Shelton Capital Management first reported a position in Cathay General Bancorp in Q4 2013 and held it in 20 quarters.
Shelton Capital Management's Cathay General Bancorp position peaked at $290K in Q4 2016.
223 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q3 2019.

Based on Shelton Capital Management's 13F filing for Q3 2019, filed 13 Nov 2019.