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WealthPLAN Partners’s Cato Corp CATO Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$717 Sell
22
-22
-50% -$761 ﹤0.01% 907
2016
Q2 		$831 Buy
+44
New +$1.64K ﹤0.01% 2346

Other funds holding CATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

WealthPLAN Partners's CATO Position: Q3 2016 in Review

WealthPLAN Partners reduced its Cato Corp (CATO) stake by 50% in Q3 2016, selling an estimated $761 and leaving 22 shares worth $717. The position accounts for ﹤0.01% of the portfolio, ranked #907.

WealthPLAN Partners first reported a position in CATO in Q2 2016 and has held it in 2 quarters since. The position peaked at $831 in Q2 2016. 152 funds tracked by Wall St. Rank hold CATO as of Q3 2016.

  • WealthPLAN Partners held 22 shares of Cato Corp worth $717 as of Q3 2016.
  • WealthPLAN Partners sold 22 Cato Corp shares in Q3 2016, an estimated $761.
  • Cato Corp made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #907 holding.
  • WealthPLAN Partners first reported a position in Cato Corp in Q2 2016 and has held it in 2 quarters since.
  • WealthPLAN Partners's Cato Corp position peaked at $831 in Q2 2016.
  • 152 funds tracked by Wall St. Rank held Cato Corp as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.