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Summit Trail Advisors’s Cathay General Bancorp CATY Stock Holding History

Summit Trail Advisors’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
2018
Q1 		– Sell
-145
Closed -$7K – 623
2017
Q4 		$7K Buy
+145
New +$6.05K ﹤0.01% 1309

Other funds holding CATY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

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

Summit Trail Advisors sold out of Cathay General Bancorp (CATY) in Q1 2018, closing a stake of 145 shares — an estimated $7K sold.

Summit Trail Advisors first reported a position in CATY in Q4 2017 and held it in 1 quarter. The position peaked at $7K in Q4 2017. 243 funds tracked by Wall St. Rank hold CATY as of Q1 2018.

  • Summit Trail Advisors reported no remaining Cathay General Bancorp position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 145 Cathay General Bancorp shares in Q1 2018, an estimated $7K.
  • Summit Trail Advisors first reported a position in Cathay General Bancorp in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Cathay General Bancorp position peaked at $7K in Q4 2017.
  • 243 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q1 2018.

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