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 $3.55B AUM 27.24% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Advisor Group's CAA Position: Q1 2018 in Review

Advisor Group sold out of CalAtlantic Group, Inc. (CAA) in Q1 2018, closing a stake of 1,038 shares — an estimated $58K sold.

Advisor Group first reported a position in CAA in Q2 2016 and held it in 7 quarters. The position peaked at $102K in Q1 2017. 3 funds tracked by Wall St. Rank hold CAA as of Q1 2018.

  • Advisor Group reported no remaining CalAtlantic Group, Inc. position as of Q1 2018 after selling out during the quarter.
  • Advisor Group sold 1,038 CalAtlantic Group, Inc. shares in Q1 2018, an estimated $58K.
  • Advisor Group first reported a position in CalAtlantic Group, Inc. in Q2 2016 and held it in 7 quarters.
  • Advisor Group's CalAtlantic Group, Inc. position peaked at $102K in Q1 2017.
  • 3 funds tracked by Wall St. Rank held CalAtlantic Group, Inc. as of Q1 2018.

Based on Advisor Group's 13F filing for Q1 2018, filed 15 May 2018.