ACS
CAA

Archford Capital Strategies’s CalAtlantic Group, Inc. CAA Stock Holding History

Archford Capital Strategies’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
2017
Q2 		– Sell
-53
Closed -$2K – 710
2017
Q1 		$2K Hold
53
– – ﹤0.01% 627
2016
Q4 		$1K Hold
53
– – ﹤0.01% 604
2016
Q3 		$1K Sell
53
-53
-50% -$1.94K ﹤0.01% 630
2016
Q2 		$4K Buy
+106
New +$3.72K ﹤0.01% 545
2016
Q1 		– Sell
-164
Closed -$8K – 697
2015
Q4 		$8K Buy
+164
New +$6.56K ﹤0.01% 498

Other funds holding CAA

MGA
MatlinPatterson Global Advisers New York $163M AUM 32.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Archford Capital Strategies's CAA Position: Q2 2017 in Review

Archford Capital Strategies sold out of CalAtlantic Group, Inc. (CAA) in Q2 2017, closing a stake of 53 shares — an estimated $2K sold.

Archford Capital Strategies first reported a position in CAA in Q4 2015 and held it in 5 quarters. The position peaked at $8K in Q4 2015. 273 funds tracked by Wall St. Rank hold CAA as of Q2 2017.

  • Archford Capital Strategies reported no remaining CalAtlantic Group, Inc. position as of Q2 2017 after selling out during the quarter.
  • Archford Capital Strategies sold 53 CalAtlantic Group, Inc. shares in Q2 2017, an estimated $2K.
  • Archford Capital Strategies first reported a position in CalAtlantic Group, Inc. in Q4 2015 and held it in 5 quarters.
  • Archford Capital Strategies's CalAtlantic Group, Inc. position peaked at $8K in Q4 2015.
  • 273 funds tracked by Wall St. Rank held CalAtlantic Group, Inc. as of Q2 2017.

Based on Archford Capital Strategies's 13F filing for Q2 2017, filed 18 Aug 2017.