Q3 2017 13F Holders as of 9/30/2017
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Type / Class
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Equity / S&P 500 CATHOLIC
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Number of holders
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11
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Total 13F shares, excl. options
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942K
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Shares change
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-24.3K
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Total reported value, excl. options
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$29.3M
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Value change
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-$661K
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Number of buys
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8
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Number of sells
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-4
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Price
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$31.13
Significant Holders of GLOBAL X FDS - S&P 500 CATHOLIC (CATH) as of Q3 2017
13 filings reported holding CATH - GLOBAL X FDS - S&P 500 CATHOLIC as of Q3 2017.
GLOBAL X FDS - S&P 500 CATHOLIC (CATH) has 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 942K shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (400K shares), Fund Evaluation Group, LLC (235K shares), Billeaud Capital Management, Inc. (186K shares), MORGAN STANLEY (85.5K shares), LVZ Advisors, Inc. (28.2K shares), UBS Group AG (2.4K shares), CENTRAL TRUST Co (2.2K shares), LADENBURG THALMANN FINANCIAL SERVICES INC. (1.5K shares), IFP Advisors, Inc (1.4K shares), and Financial Architects, Inc (360 shares).
This table shows the top 11 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.