Avantax Planning Partners’s CA, Inc. CA Stock Holding History

Avantax Planning Partners’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	-894	Closed	-$39K	–	1465
2018 Q3	$39K	Buy	+894	New	+$38.5K	﹤0.01%	545
2018 Q2	–	Sell	-6,611	Closed	-$224K	–	1864
2018 Q1	$224K	Sell	6,611 -486	-7%	-$16.9K	0.02%	277
2017 Q4	$236K	Sell	7,097 -380	-5%	-$12.6K	0.02%	270
2017 Q3	$250K	Sell	7,477 -54	-0.7%	-$1.79K	0.02%	321
2017 Q2	$260K	Buy	7,531 +176	+2%	+$5.69K	0.02%	279
2017 Q1	$233K	Hold	7,355	–	–	0.02%	289
2016 Q4	$234K	Buy	+7,355	New	+$235K	0.03%	270

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

Avantax Planning Partners's CA Position: Q4 2018 in Review

Avantax Planning Partners sold out of CA, Inc. (CA) in Q4 2018, closing a stake of 894 shares — an estimated $39K sold.

Avantax Planning Partners first reported a position in CA in Q4 2016 and held it in 7 quarters. The position peaked at $260K in Q2 2017. 3 funds tracked by Wall St. Rank hold CA as of Q4 2018.

Avantax Planning Partners reported no remaining CA, Inc. position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 894 CA, Inc. shares in Q4 2018, an estimated $39K.
Avantax Planning Partners first reported a position in CA, Inc. in Q4 2016 and held it in 7 quarters.
Avantax Planning Partners's CA, Inc. position peaked at $260K in Q2 2017.
3 funds tracked by Wall St. Rank held CA, Inc. as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.