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Wealthcare Capital Management’s Cato Corp CATO Stock Holding History

Wealthcare Capital Management’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
Q3 		– Sell
-90
Closed -$3K – 262
2015
Q2 		$3K Sell
90
-445
-83% -$17.4K ﹤0.01% 295
2015
Q1 		$21K Buy
+535
New +$22.7K ﹤0.01% 389

Other funds holding CATO

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wealthcare Capital Management's CATO Position: Q3 2015 in Review

Wealthcare Capital Management sold out of Cato Corp (CATO) in Q3 2015, closing a stake of 90 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in CATO in Q1 2015 and held it in 2 quarters. The position peaked at $21K in Q1 2015. 146 funds tracked by Wall St. Rank hold CATO as of Q3 2015.

  • Wealthcare Capital Management reported no remaining Cato Corp position as of Q3 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 90 Cato Corp shares in Q3 2015, an estimated $3K.
  • Wealthcare Capital Management first reported a position in Cato Corp in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's Cato Corp position peaked at $21K in Q1 2015.
  • 146 funds tracked by Wall St. Rank held Cato Corp as of Q3 2015.

Based on Wealthcare Capital Management's 13F filing for Q3 2015, filed 13 Nov 2015.