EA
CA

Evanston Advisors’s CA, Inc. CA Stock Holding History

Evanston 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
Q4 		– Sell
-229,868
Closed -$10.1M – 80
2018
Q3 		$10.1M Sell
229,868
-18,012
-7% -$776K 2.22% 8
2018
Q2 		$8.84M Sell
247,880
-1,836
-0.7% -$64.7K 1.99% 17
2018
Q1 		$8.46M Buy
249,716
+9,787
+4% +$340K 1.97% 14
2017
Q4 		$7.99M Buy
239,929
+2,372
+1% +$78.7K 1.91% 30
2017
Q3 		$7.93M Buy
237,557
+2,795
+1% +$92.4K 1.91% 23
2017
Q2 		$8.09M Buy
234,762
+8,581
+4% +$278K 1.99% 12
2017
Q1 		$7.17M Buy
226,181
+46,123
+26% +$1.48M 1.95% 32
2016
Q4 		$5.72M Buy
180,058
+7,715
+4% +$246K 1.76% 34
2016
Q3 		$5.7M Buy
+172,343
New +$5.81M 1.79% 35

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

Evanston Advisors's CA Position: Q4 2018 in Review

Evanston Advisors sold out of CA, Inc. (CA) in Q4 2018, closing a stake of 229,868 shares — an estimated $10.1M sold.

Evanston Advisors first reported a position in CA in Q3 2016 and held it in 9 quarters. The position peaked at $10.1M in Q3 2018. 3 funds tracked by Wall St. Rank hold CA as of Q4 2018.

  • Evanston Advisors reported no remaining CA, Inc. position as of Q4 2018 after selling out during the quarter.
  • Evanston Advisors sold 229,868 CA, Inc. shares in Q4 2018, an estimated $10.1M.
  • Evanston Advisors first reported a position in CA, Inc. in Q3 2016 and held it in 9 quarters.
  • Evanston Advisors's CA, Inc. position peaked at $10.1M in Q3 2018.
  • 3 funds tracked by Wall St. Rank held CA, Inc. as of Q4 2018.

Based on Evanston Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.