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

BDO 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	-2,800	Closed	-$124K	–	662
2018 Q3	$124K	Hold	2,800	–	–	0.04%	198
2018 Q2	$100K	Buy	+2,800	New	+$98.7K	0.03%	217
2017 Q3	–	Sell	-2,610	Closed	-$90K	–	584
2017 Q2	$90K	Buy	+2,610	New	+$84.4K	0.04%	180

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

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

BDO Wealth Advisors sold out of CA, Inc. (CA) in Q4 2018, closing a stake of 2,800 shares — an estimated $124K sold.

BDO Wealth Advisors first reported a position in CA in Q2 2017 and held it in 3 quarters. The position peaked at $124K in Q3 2018. 3 funds tracked by Wall St. Rank hold CA as of Q4 2018.

BDO Wealth Advisors reported no remaining CA, Inc. position as of Q4 2018 after selling out during the quarter.
BDO Wealth Advisors sold 2,800 CA, Inc. shares in Q4 2018, an estimated $124K.
BDO Wealth Advisors first reported a position in CA, Inc. in Q2 2017 and held it in 3 quarters.
BDO Wealth Advisors's CA, Inc. position peaked at $124K in Q3 2018.
3 funds tracked by Wall St. Rank held CA, Inc. as of Q4 2018.

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