DWM
CAA

Doyle Wealth Management’s CalAtlantic Group, Inc. CAA Stock Holding History

Doyle Wealth Management’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
-4,000
Closed -$226K – 183
2017
Q4 		$226K Buy
+4,000
New +$195K 0.04% 155
2017
Q3 		– Sell
-6,400
Closed -$226K – 155
2017
Q2 		$226K Sell
6,400
-1,155
-15% -$42K 0.04% 127
2017
Q1 		$283K Buy
+7,555
New +$267K 0.06% 113

Other funds holding CAA

FNBOO
First National Bank of Omaha Omaha, Nebraska $3.55B AUM 27.24% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Doyle Wealth Management's CAA Position: Q1 2018 in Review

Doyle Wealth Management sold out of CalAtlantic Group, Inc. (CAA) in Q1 2018, closing a stake of 4,000 shares — an estimated $226K sold.

Doyle Wealth Management first reported a position in CAA in Q1 2017 and held it in 3 quarters. The position peaked at $283K in Q1 2017. 3 funds tracked by Wall St. Rank hold CAA as of Q1 2018.

  • Doyle Wealth Management reported no remaining CalAtlantic Group, Inc. position as of Q1 2018 after selling out during the quarter.
  • Doyle Wealth Management sold 4,000 CalAtlantic Group, Inc. shares in Q1 2018, an estimated $226K.
  • Doyle Wealth Management first reported a position in CalAtlantic Group, Inc. in Q1 2017 and held it in 3 quarters.
  • Doyle Wealth Management's CalAtlantic Group, Inc. position peaked at $283K in Q1 2017.
  • 3 funds tracked by Wall St. Rank held CalAtlantic Group, Inc. as of Q1 2018.

Based on Doyle Wealth Management's 13F filing for Q1 2018, filed 11 May 2018.