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

Clarus 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 Q3	–	Sell	-1,107	Closed	-$38K	–	798
2018 Q2	$38K	Buy	+1,107	New	+$39K	0.03%	328

Other funds holding CA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Clarus Wealth Advisors's CA Position: Q3 2018 in Review

Clarus Wealth Advisors sold out of CA, Inc. (CA) in Q3 2018, closing a stake of 1,107 shares — an estimated $38K sold.

Clarus Wealth Advisors first reported a position in CA in Q2 2018 and held it in 1 quarter. The position peaked at $38K in Q2 2018. 530 funds tracked by Wall St. Rank hold CA as of Q3 2018.

Clarus Wealth Advisors reported no remaining CA, Inc. position as of Q3 2018 after selling out during the quarter.
Clarus Wealth Advisors sold 1,107 CA, Inc. shares in Q3 2018, an estimated $38K.
Clarus Wealth Advisors first reported a position in CA, Inc. in Q2 2018 and held it in 1 quarter.
Clarus Wealth Advisors's CA, Inc. position peaked at $38K in Q2 2018.
530 funds tracked by Wall St. Rank held CA, Inc. as of Q3 2018.

Based on Clarus Wealth Advisors's 13F filing for Q3 2018, filed 3 Oct 2018.