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Wealthspire Advisors (Maryland)’s Cathay General Bancorp CATY Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-53
Closed -$2K – 704
2019
Q1 		$2K Buy
53
+16
+43% +$588 ﹤0.01% 2128
2018
Q4 		$1K Buy
37
+18
+95% +$682 ﹤0.01% 2235
2018
Q3 		$1K Hold
19
– – ﹤0.01% 2260
2018
Q2 		$1K Sell
19
-8
-30% -$331 ﹤0.01% 2284
2018
Q1 		$1K Buy
27
+11
+69% +$470 ﹤0.01% 2304
2017
Q4 		$1K Buy
+16
New +$668 ﹤0.01% 2247

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CATY Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Cathay General Bancorp (CATY) in Q2 2019, closing a stake of 53 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in CATY in Q4 2017 and held it in 6 quarters. The position peaked at $2K in Q1 2019. 222 funds tracked by Wall St. Rank hold CATY as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Cathay General Bancorp position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 53 Cathay General Bancorp shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Cathay General Bancorp in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Cathay General Bancorp position peaked at $2K in Q1 2019.
  • 222 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.