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Shepherd Kaplan Krochuk’s Cato Corp CATO Stock Holding History

Shepherd Kaplan Krochuk’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
2015
Q1 		– Sell
-4,794
Closed -$202K – 414
2014
Q4 		$202K Buy
+4,794
New +$180K 0.03% 343
2014
Q1 		– Sell
-7,907
Closed -$251K – 591
2013
Q4 		$251K Buy
+7,907
New +$243K 0.03% 375

Other funds holding CATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Shepherd Kaplan Krochuk's CATO Position: Q1 2015 in Review

Shepherd Kaplan Krochuk sold out of Cato Corp (CATO) in Q1 2015, closing a stake of 4,794 shares — an estimated $202K sold.

Shepherd Kaplan Krochuk first reported a position in CATO in Q4 2013 and held it in 2 quarters. The position peaked at $251K in Q4 2013. 173 funds tracked by Wall St. Rank hold CATO as of Q1 2015.

  • Shepherd Kaplan Krochuk reported no remaining Cato Corp position as of Q1 2015 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 4,794 Cato Corp shares in Q1 2015, an estimated $202K.
  • Shepherd Kaplan Krochuk first reported a position in Cato Corp in Q4 2013 and held it in 2 quarters.
  • Shepherd Kaplan Krochuk's Cato Corp position peaked at $251K in Q4 2013.
  • 173 funds tracked by Wall St. Rank held Cato Corp as of Q1 2015.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2015, filed 15 May 2015.