Arete Wealth Advisors’s CA, Inc. CA Stock Holding History

Arete Wealth Advisors’s Portfolio CA Stock Details CA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-7,955	Closed	-$351K	–	425
2018 Q3	$351K	Sell	7,955 -8,260	-51%	-$356K	0.08%	239
2018 Q2	$578K	Buy	16,215 +1,365	+9%	+$48.1K	0.14%	175
2018 Q1	$503K	Sell	14,850 -200	-1%	-$6.95K	0.17%	163
2017 Q4	$501K	Sell	15,050 -1,900	-11%	-$63.1K	0.16%	168
2017 Q3	$566K	Sell	16,950 -17	-0.1%	-$562	0.23%	141
2017 Q2	$585K	Sell	16,967 -441	-3%	-$14.3K	0.27%	105
2017 Q1	$552K	Buy	17,408 +1,857	+12%	+$59.8K	0.24%	92
2016 Q4	$494K	Buy	+15,551	New	+$497K	0.23%	95

Other funds holding CA

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Arete Wealth Advisors's CA Position: Q4 2018 in Review

Arete Wealth Advisors sold out of CA, Inc. (CA) in Q4 2018, closing a stake of 7,955 shares — an estimated $351K sold.

Arete Wealth Advisors first reported a position in CA in Q4 2016 and held it in 8 quarters. The position peaked at $585K in Q2 2017. 3 funds tracked by Wall St. Rank hold CA as of Q4 2018.

Arete Wealth Advisors reported no remaining CA, Inc. position as of Q4 2018 after selling out during the quarter.
Arete Wealth Advisors sold 7,955 CA, Inc. shares in Q4 2018, an estimated $351K.
Arete Wealth Advisors first reported a position in CA, Inc. in Q4 2016 and held it in 8 quarters.
Arete Wealth Advisors's CA, Inc. position peaked at $585K in Q2 2017.
3 funds tracked by Wall St. Rank held CA, Inc. as of Q4 2018.

Based on Arete Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.