CF
CA

Copperwynd Financial’s CA, Inc. CA Stock Holding History

Copperwynd Financial’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
-27,445
Closed -$1.21M – 105
2018
Q3 		$1.21M Buy
+27,445
New +$1.18M 0.73% 25

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

Copperwynd Financial's CA Position: Q4 2018 in Review

Copperwynd Financial sold out of CA, Inc. (CA) in Q4 2018, closing a stake of 27,445 shares — an estimated $1.21M sold.

Copperwynd Financial first reported a position in CA in Q3 2018 and held it in 1 quarter. The position peaked at $1.21M in Q3 2018. 3 funds tracked by Wall St. Rank hold CA as of Q4 2018.

  • Copperwynd Financial reported no remaining CA, Inc. position as of Q4 2018 after selling out during the quarter.
  • Copperwynd Financial sold 27,445 CA, Inc. shares in Q4 2018, an estimated $1.21M.
  • Copperwynd Financial first reported a position in CA, Inc. in Q3 2018 and held it in 1 quarter.
  • Copperwynd Financial's CA, Inc. position peaked at $1.21M in Q3 2018.
  • 3 funds tracked by Wall St. Rank held CA, Inc. as of Q4 2018.

Based on Copperwynd Financial's 13F filing for Q4 2018, filed 8 Feb 2019.