CFA
CA

CT Financial Advisors’s CA, Inc. CA Stock Holding History

CT Financial 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
2017
Q1 		$2.13K Hold
67
– – ﹤0.01% 551
2016
Q4 		$2.13K Hold
67
– – ﹤0.01% 557
2016
Q3 		$2.22K Hold
67
– – ﹤0.01% 550
2016
Q2 		$2.2K Hold
67
– – ﹤0.01% 555
2016
Q1 		$2.06K Hold
67
– – ﹤0.01% 559
2015
Q4 		$1.91K Hold
67
– – ﹤0.01% 565
2015
Q3 		$1.83K Hold
67
– – ﹤0.01% 583
2015
Q2 		$1.96K Hold
67
– – ﹤0.01% 571
2015
Q1 		$2.19K Hold
67
– – ﹤0.01% 562
2014
Q4 		$2.04K Buy
+67
New +$1.96K ﹤0.01% 470
2014
Q1 		$2.19K Buy
+67
New +$2.18K ﹤0.01% 562

Other funds holding CA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CT Financial Advisors's CA Position: Q1 2017 in Review

CT Financial Advisors held its CA, Inc. (CA) position steady in Q1 2017 at 67 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

CT Financial Advisors first reported a position in CA in Q1 2014 and has held it in 11 quarters since. The position peaked at $2.22K in Q3 2016. 515 funds tracked by Wall St. Rank hold CA as of Q1 2017.

  • CT Financial Advisors held 67 shares of CA, Inc. worth $2.13K as of Q1 2017.
  • CT Financial Advisors left its CA, Inc. share count unchanged in Q1 2017.
  • CA, Inc. made up ﹤0.01% of CT Financial Advisors's portfolio in Q1 2017, its #551 holding.
  • CT Financial Advisors first reported a position in CA, Inc. in Q1 2014 and has held it in 11 quarters since.
  • CT Financial Advisors's CA, Inc. position peaked at $2.22K in Q3 2016.
  • 515 funds tracked by Wall St. Rank held CA, Inc. as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.