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BOIA
Bush ODonnell Investment Advisors’s
CrossAmerica Partners
CAPL
Stock Holding History
Bush ODonnell Investment Advisors’s Portfolio
CAPL Stock Details
CAPL Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q1
–
Sell
-14,975
Closed
-$356K
–
27
2017
Q4
$356K
Sell
14,975
-3,000
-17%
-$75K
0.29%
35
2017
Q3
$490K
Sell
17,975
-605
-3%
-$16.3K
0.37%
37
2017
Q2
$474K
Hold
18,580
–
–
0.29%
38
2017
Q1
$486K
Hold
18,580
–
–
0.3%
38
2016
Q4
$468K
Hold
18,580
–
–
0.31%
38
2016
Q3
$472K
Hold
18,580
–
–
0.32%
39
2016
Q2
$456K
Hold
18,580
–
–
0.3%
39
2016
Q1
$452K
Buy
18,580
+2,915
+19%
+$64.3K
0.31%
36
2015
Q4
$406K
Buy
15,665
+4,940
+46%
+$122K
0.28%
35
2015
Q3
$245K
Buy
10,725
+2,150
+25%
+$54.3K
0.17%
42
2015
Q2
$242K
Hold
8,575
–
–
0.15%
40
2015
Q1
$279K
Buy
+8,575
New
+$310K
0.17%
41
2014
Q3
–
Sell
-8,165
Closed
-$219K
–
46
2014
Q2
$219K
Hold
8,165
–
–
0.12%
47
2014
Q1
$220K
Buy
+8,165
New
+$224K
0.11%
47
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1-Year Est. Return
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1-Year Est. Return
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$247M AUM
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1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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