Bessemer Group’s CalAtlantic Group, Inc. CAA Stock Holding History

Bessemer Group’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
2018 Q1	–	Sell	-4,250	Closed	-$240K	–	1854
2017 Q4	$240K	Buy	+4,250	New	+$208K	﹤0.01%	989
2014 Q4	–	Sell	-18,189	Closed	-$681K	–	1591
2014 Q3	$681K	Hold	18,189	–	–	﹤0.01%	530
2014 Q2	$782K	Hold	18,189	–	–	﹤0.01%	500
2014 Q1	$756K	Hold	18,189	–	–	0.01%	472
2013 Q4	$823K	Hold	18,189	–	–	0.01%	463
2013 Q3	$719K	Buy	+18,189	New	+$720K	0.01%	464

Other funds holding CAA

FNBOO

First National Bank of Omaha Omaha, Nebraska $3.24B AUM 18.68% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Bessemer Group's CAA Position: Q1 2018 in Review

Bessemer Group sold out of CalAtlantic Group, Inc. (CAA) in Q1 2018, closing a stake of 4,250 shares — an estimated $240K sold.

Bessemer Group first reported a position in CAA in Q3 2013 and held it in 6 quarters. The position peaked at $823K in Q4 2013. 3 funds tracked by Wall St. Rank hold CAA as of Q1 2018.

Bessemer Group reported no remaining CalAtlantic Group, Inc. position as of Q1 2018 after selling out during the quarter.
Bessemer Group sold 4,250 CalAtlantic Group, Inc. shares in Q1 2018, an estimated $240K.
Bessemer Group first reported a position in CalAtlantic Group, Inc. in Q3 2013 and held it in 6 quarters.
Bessemer Group's CalAtlantic Group, Inc. position peaked at $823K in Q4 2013.
3 funds tracked by Wall St. Rank held CalAtlantic Group, Inc. as of Q1 2018.

Based on Bessemer Group's 13F filing for Q1 2018, filed 10 May 2018.