Summit Trail Advisors’s Cato Corp CATO Stock Holding History

Summit Trail 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
2018 Q1	–	Sell	-251	Closed	-$4K	–	622
2017 Q4	$4K	Buy	+251	New	+$3.64K	﹤0.01%	1459

Other funds holding CATO

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Summit Trail Advisors's CATO Position: Q1 2018 in Review

Summit Trail Advisors sold out of Cato Corp (CATO) in Q1 2018, closing a stake of 251 shares — an estimated $4K sold.

Summit Trail Advisors first reported a position in CATO in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 136 funds tracked by Wall St. Rank hold CATO as of Q1 2018.

Summit Trail Advisors reported no remaining Cato Corp position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 251 Cato Corp shares in Q1 2018, an estimated $4K.
Summit Trail Advisors first reported a position in Cato Corp in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Cato Corp position peaked at $4K in Q4 2017.
136 funds tracked by Wall St. Rank held Cato Corp as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.