AWA
CAA

Arete Wealth Advisors’s CalAtlantic Group, Inc. CAA Stock Holding History

Arete Wealth Advisors’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
2015
Q4 		– Sell
-2,773
Closed -$111K – 151
2015
Q3 		$111K Hold
2,773
– – 0.09% 116
2015
Q2 		$124K Hold
2,773
– – 0.08% 132
2015
Q1 		$125K Hold
2,773
– – 0.08% 142
2014
Q4 		$101K Sell
2,773
-2,772
-50% -$103K 0.07% 133
2014
Q3 		$208K Hold
5,545
– – 0.16% 109
2014
Q2 		$238K Buy
5,545
+1,875
+51% +$76.1K 0.19% 102
2014
Q1 		$152K Hold
3,670
– – 0.14% 107
2013
Q4 		$166K Buy
+3,670
New +$146K 0.16% 93

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