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WBI Investments’s Cathay General Bancorp CATY Stock Holding History

WBI Investments’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
2021
Q1 		– Sell
-10,040
Closed -$323K – 186
2020
Q4 		$323K Buy
+10,040
New +$273K 0.05% 139
2017
Q4 		– Sell
-120,036
Closed -$4.83M – 293
2017
Q3 		$4.83M Buy
+120,036
New +$4.43M 0.21% 81
2016
Q1 		– Sell
-281,478
Closed -$8.82M – 135
2015
Q4 		$8.82M Buy
+281,478
New +$9.02M 0.25% 73

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WBI Investments's CATY Position: Q1 2021 in Review

WBI Investments sold out of Cathay General Bancorp (CATY) in Q1 2021, closing a stake of 10,040 shares — an estimated $323K sold.

WBI Investments first reported a position in CATY in Q4 2015 and held it in 3 quarters. The position peaked at $8.82M in Q4 2015. 213 funds tracked by Wall St. Rank hold CATY as of Q1 2021.

  • WBI Investments reported no remaining Cathay General Bancorp position as of Q1 2021 after selling out during the quarter.
  • WBI Investments sold 10,040 Cathay General Bancorp shares in Q1 2021, an estimated $323K.
  • WBI Investments first reported a position in Cathay General Bancorp in Q4 2015 and held it in 3 quarters.
  • WBI Investments's Cathay General Bancorp position peaked at $8.82M in Q4 2015.
  • 213 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q1 2021.

Based on WBI Investments's 13F filing for Q1 2021, filed 12 May 2021.