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Financial Architects (New Jersey)’s Casey's General Stores CASY Stock Holding History

Financial Architects (New Jersey)’s Portfolio CASY Stock Details CASY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-500
Closed -$56K – 1406
2017
Q4 		$56K Buy
+500
New +$57.2K 0.01% 647
2016
Q4 		– Sell
-1,200
Closed -$144K – 1398
2016
Q3 		$144K Buy
+1,200
New +$154K 0.04% 319

Other funds holding CASY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Financial Architects (New Jersey)'s CASY Position: Q1 2018 in Review

Financial Architects (New Jersey) sold out of Casey's General Stores (CASY) in Q1 2018, closing a stake of 500 shares — an estimated $56K sold.

Financial Architects (New Jersey) first reported a position in CASY in Q3 2016 and held it in 2 quarters. The position peaked at $144K in Q3 2016. 305 funds tracked by Wall St. Rank hold CASY as of Q1 2018.

  • Financial Architects (New Jersey) reported no remaining Casey's General Stores position as of Q1 2018 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 500 Casey's General Stores shares in Q1 2018, an estimated $56K.
  • Financial Architects (New Jersey) first reported a position in Casey's General Stores in Q3 2016 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s Casey's General Stores position peaked at $144K in Q3 2016.
  • 305 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2018, filed 23 Apr 2018.