Financial Architects (New Jersey)’s CA, Inc. CA Stock Holding History

Financial Architects (New Jersey)’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	-140	Closed	-$6K	–	1583
2018 Q3	$6K	Sell	140 -31	-18%	-$1.34K	﹤0.01%	1210
2018 Q2	$6K	Hold	171	–	–	﹤0.01%	1103
2018 Q1	$6K	Sell	171 -548	-76%	-$19K	﹤0.01%	1216
2017 Q4	$24K	Buy	719 +8	+1%	+$266	﹤0.01%	930
2017 Q3	$24K	Hold	711	–	–	﹤0.01%	923
2017 Q2	$25K	Buy	711 +21	+3%	+$679	﹤0.01%	903
2017 Q1	$21K	Hold	690	–	–	﹤0.01%	931
2016 Q4	$21K	Hold	690	–	–	﹤0.01%	831
2016 Q3	$23K	Buy	690 +519	+304%	+$17.5K	0.01%	815
2016 Q2	$6K	Buy	+171	New	+$5.35K	﹤0.01%	1106
2015 Q1	–	Sell	-121	Closed	-$4K	–	1100
2014 Q4	$4K	Buy	+121	New	+$3.54K	﹤0.01%	891
2014 Q3	–	Sell	-323	Closed	-$9K	–	1031
2014 Q2	$9K	Buy	+323	New	+$9.56K	﹤0.01%	674

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

Financial Architects (New Jersey)'s CA Position: Q4 2018 in Review

Financial Architects (New Jersey) sold out of CA, Inc. (CA) in Q4 2018, closing a stake of 140 shares — an estimated $6K sold.

Financial Architects (New Jersey) first reported a position in CA in Q2 2014 and held it in 12 quarters. The position peaked at $25K in Q2 2017. 3 funds tracked by Wall St. Rank hold CA as of Q4 2018.

Financial Architects (New Jersey) reported no remaining CA, Inc. position as of Q4 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 140 CA, Inc. shares in Q4 2018, an estimated $6K.
Financial Architects (New Jersey) first reported a position in CA, Inc. in Q2 2014 and held it in 12 quarters.
Financial Architects (New Jersey)'s CA, Inc. position peaked at $25K in Q2 2017.
3 funds tracked by Wall St. Rank held CA, Inc. as of Q4 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2018, filed 1 Feb 2019.