ZIM
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Zacks Investment Management’s Cathay General Bancorp CATY Stock Holding History

Zacks Investment Management’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
2016
Q4 		– Sell
-26,926
Closed -$829K – 649
2016
Q3 		$829K Sell
26,926
-5,814
-18% -$176K 0.02% 370
2016
Q2 		$923K Buy
+32,740
New +$970K 0.03% 338
2015
Q4 		– Sell
-12,518
Closed -$375K – 570
2015
Q3 		$375K Buy
+12,518
New +$391K 0.01% 474
2015
Q2 		– Sell
-11,738
Closed -$334K – 637
2015
Q1 		$334K Buy
+11,738
New +$303K 0.01% 489

Other funds holding CATY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Zacks Investment Management's CATY Position: Q4 2016 in Review

Zacks Investment Management sold out of Cathay General Bancorp (CATY) in Q4 2016, closing a stake of 26,926 shares — an estimated $829K sold.

Zacks Investment Management first reported a position in CATY in Q1 2015 and held it in 4 quarters. The position peaked at $923K in Q2 2016. 210 funds tracked by Wall St. Rank hold CATY as of Q4 2016.

  • Zacks Investment Management reported no remaining Cathay General Bancorp position as of Q4 2016 after selling out during the quarter.
  • Zacks Investment Management sold 26,926 Cathay General Bancorp shares in Q4 2016, an estimated $829K.
  • Zacks Investment Management first reported a position in Cathay General Bancorp in Q1 2015 and held it in 4 quarters.
  • Zacks Investment Management's Cathay General Bancorp position peaked at $923K in Q2 2016.
  • 210 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q4 2016.

Based on Zacks Investment Management's 13F filing for Q4 2016, filed 13 Feb 2017.