BWM
CA

BerganKDV Wealth Management’s CA, Inc. CA Stock Holding History

BerganKDV Wealth Management’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
-600
Closed -$26K – 733
2018
Q3 		$26K Hold
600
– – 0.01% 396
2018
Q2 		$21K Buy
+600
New +$21.1K ﹤0.01% 426

Other funds holding CA

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

BerganKDV Wealth Management's CA Position: Q4 2018 in Review

BerganKDV Wealth Management sold out of CA, Inc. (CA) in Q4 2018, closing a stake of 600 shares — an estimated $26K sold.

BerganKDV Wealth Management first reported a position in CA in Q2 2018 and held it in 2 quarters. The position peaked at $26K in Q3 2018. 3 funds tracked by Wall St. Rank hold CA as of Q4 2018.

  • BerganKDV Wealth Management reported no remaining CA, Inc. position as of Q4 2018 after selling out during the quarter.
  • BerganKDV Wealth Management sold 600 CA, Inc. shares in Q4 2018, an estimated $26K.
  • BerganKDV Wealth Management first reported a position in CA, Inc. in Q2 2018 and held it in 2 quarters.
  • BerganKDV Wealth Management's CA, Inc. position peaked at $26K in Q3 2018.
  • 3 funds tracked by Wall St. Rank held CA, Inc. as of Q4 2018.

Based on BerganKDV Wealth Management's 13F filing for Q4 2018, filed 1 Feb 2019.