Clifford Swan Investment Counsel LLC Sells 36,970 Shares of Global X S&P 500 Catholic Values ETF $CATH

Clifford Swan Investment Counsel LLC trimmed its position in Global X S&P 500 Catholic Values ETF (NASDAQ:CATH) by 51.5% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 34,876 shares of the company’s stock after selling 36,970 shares during the period. Clifford Swan Investment Counsel LLC’s holdings in Global X S&P 500 Catholic Values ETF were worth $2,868,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in CATH. Bank of America Corp DE increased its stake in Global X S&P 500 Catholic Values ETF by 4.5% in the 3rd quarter. Bank of America Corp DE now owns 565,866 shares of the company’s stock valued at $45,868,000 after buying an additional 24,595 shares during the last quarter. CWM LLC boosted its stake in shares of Global X S&P 500 Catholic Values ETF by 1.2% in the 4th quarter. CWM LLC now owns 147,621 shares of the company’s stock worth $12,138,000 after buying an additional 1,751 shares during the last quarter. Fort Washington Investment Advisors Inc. OH boosted its stake in shares of Global X S&P 500 Catholic Values ETF by 1.9% in the 4th quarter. Fort Washington Investment Advisors Inc. OH now owns 146,948 shares of the company’s stock worth $12,083,000 after buying an additional 2,798 shares during the last quarter. Corient Private Wealth LLC boosted its stake in shares of 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 worth $10,030,000 after buying an additional 3,575 shares during the last quarter. Finally, Sound View Wealth Advisors Group LLC purchased a new position in shares of Global X S&P 500 Catholic Values ETF in the 3rd quarter worth approximately $9,287,000.

Global X S&P 500 Catholic Values ETF Stock Down 2.5%

Shares of NASDAQ CATH opened at $88.02 on Friday. Global X S&P 500 Catholic Values ETF has a twelve month low of $72.41 and a twelve month high of $90.68. The stock’s 50 day moving average price is $85.48 and its 200-day moving average price is $83.31. The company has a market capitalization of $1.24 billion, a PE ratio of 25.57 and a beta of 1.02.

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.