Endurance Wealth Management’s CA, Inc. CA Stock Holding History

Endurance Wealth Management’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	-1,100	Closed	-$49K	–	509
2018 Q3	$49K	Hold	1,100	–	–	0.01%	285
2018 Q2	$39K	Sell	1,100 -719	-40%	-$25.3K	0.01%	295
2018 Q1	$62K	Hold	1,819	–	–	0.01%	264
2017 Q4	$61K	Hold	1,819	–	–	0.01%	258
2017 Q3	$61K	Hold	1,819	–	–	0.01%	253
2017 Q2	$63K	Hold	1,819	–	–	0.01%	254
2017 Q1	$58K	Hold	1,819	–	–	0.01%	260
2016 Q4	$58K	Hold	1,819	–	–	0.01%	251
2016 Q3	$60K	Hold	1,819	–	–	0.01%	256
2016 Q2	$60K	Hold	1,819	–	–	0.01%	246
2016 Q1	$56	Hold	1,819	–	–	0.01%	249
2015 Q4	$52K	Hold	1,819	–	–	0.01%	258
2015 Q3	$53K	Hold	1,819	–	–	0.01%	262
2015 Q2	$53K	Buy	+1,819	New	+$56.5K	0.01%	263

Other funds holding CA

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Endurance Wealth Management's CA Position: Q4 2018 in Review

Endurance Wealth Management sold out of CA, Inc. (CA) in Q4 2018, closing a stake of 1,100 shares — an estimated $49K sold.

Endurance Wealth Management first reported a position in CA in Q2 2015 and held it in 14 quarters. The position peaked at $63K in Q2 2017. 3 funds tracked by Wall St. Rank hold CA as of Q4 2018.

Endurance Wealth Management reported no remaining CA, Inc. position as of Q4 2018 after selling out during the quarter.
Endurance Wealth Management sold 1,100 CA, Inc. shares in Q4 2018, an estimated $49K.
Endurance Wealth Management first reported a position in CA, Inc. in Q2 2015 and held it in 14 quarters.
Endurance Wealth Management's CA, Inc. position peaked at $63K in Q2 2017.
3 funds tracked by Wall St. Rank held CA, Inc. as of Q4 2018.

Based on Endurance Wealth Management's 13F filing for Q4 2018, filed 14 Jan 2019.