Montecito Bank & Trust Takes Position in Global X S&P 500 Catholic Values ETF $CATH

Montecito Bank & Trust acquired a new position in Global X S&P 500 Catholic Values ETF (NASDAQ:CATH) in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 6,765 shares of the company’s stock, valued at approximately $548,000.

A number of other institutional investors have also recently bought and sold shares of CATH. BCM Advisors LLC increased its holdings in shares of Global X S&P 500 Catholic Values ETF by 2.8% in the 2nd quarter. BCM Advisors LLC now owns 241,587 shares of the company’s stock valued at $18,682,000 after purchasing an additional 6,629 shares during the period. CWM LLC grew its position in Global X S&P 500 Catholic Values ETF by 2.1% during the second quarter. CWM LLC now owns 148,204 shares of the company’s stock valued at $11,182,000 after purchasing an additional 3,074 shares in the last quarter. Fort Washington Investment Advisors Inc. OH grew its position in Global X S&P 500 Catholic Values ETF by 3.4% during the second quarter. Fort Washington Investment Advisors Inc. OH now owns 142,830 shares of the company’s stock valued at $10,777,000 after purchasing an additional 4,727 shares in the last quarter. Corient Private Wealth LLC increased its stake in Global X S&P 500 Catholic Values ETF by 2.8% in the 2nd quarter. Corient Private Wealth LLC now owns 132,930 shares of the company’s stock valued at $10,030,000 after buying an additional 3,575 shares during the period. Finally, Ameriprise Financial Inc. lifted its position in Global X S&P 500 Catholic Values ETF by 0.4% in the 2nd quarter. Ameriprise Financial Inc. now owns 90,833 shares of the company’s stock worth $6,854,000 after buying an additional 390 shares in the last quarter.

Global X S&P 500 Catholic Values ETF Stock Up 0.8%

Shares of NASDAQ:CATH opened at $81.83 on Friday. The firm has a fifty day moving average of $81.82 and a two-hundred day moving average of $78.84. Global X S&P 500 Catholic Values ETF has a 12-month low of $58.39 and a 12-month high of $83.81. The firm has a market capitalization of $1.09 billion, a P/E ratio of 25.57 and a beta of 1.04.

Global X S&P 500 Catholic Values ETF Company Profile

The Global X S&P 500 Catholic Values ETF (CATH) is an exchange-traded fund that is based on the S&P 500 Catholic Values index. The fund tracks an index of US large-cap stocks selected from the S&P 500. The cap-weighted index omits companies from certain industries at odds with Catholic values. CATH was launched on Apr 18, 2016 and is managed by Global X.