AG
CAA

Advisor Group’s CalAtlantic Group, Inc. CAA Stock Holding History

Advisor Group’s Portfolio CAA Stock Details CAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,038
Closed -$58K – 5207
2017
Q4 		$58K Sell
1,038
-1,491
-59% -$72.8K ﹤0.01% 2978
2017
Q3 		$92K Sell
2,529
-43
-2% -$1.53K ﹤0.01% 2485
2017
Q2 		$90K Sell
2,572
-178
-6% -$6.47K ﹤0.01% 2396
2017
Q1 		$102K Buy
2,750
+183
+7% +$6.47K ﹤0.01% 2140
2016
Q4 		$87K Buy
2,567
+924
+56% +$30.6K ﹤0.01% 2180
2016
Q3 		$55K Buy
1,643
+108
+7% +$3.96K ﹤0.01% 2476
2016
Q2 		$54K Buy
+1,535
New +$53.9K ﹤0.01% 2380

Other funds holding CAA

FNBOO
First National Bank of Omaha Omaha, Nebraska $3.24B AUM 18.68% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM