Financial Gravity Companies’s CalAtlantic Group, Inc. CAA Stock Holding History

Financial Gravity Companies’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	Closed	–	–	1781
2017 Q4	$0	Buy	+4	New	+$195	﹤0.01%	1543

Other funds holding CAA

FNBOO

First National Bank of Omaha Omaha, Nebraska $3.24B AUM 18.68% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Financial Gravity Companies's CAA Position: Q1 2018 in Review

Financial Gravity Companies sold out of CalAtlantic Group, Inc. (CAA) in Q1 2018, closing a stake of 4 shares.

Financial Gravity Companies first reported a position in CAA in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 3 funds tracked by Wall St. Rank hold CAA as of Q1 2018.

Financial Gravity Companies reported no remaining CalAtlantic Group, Inc. position as of Q1 2018 after selling out during the quarter.
Financial Gravity Companies sold 4 CalAtlantic Group, Inc. shares in Q1 2018.
Financial Gravity Companies first reported a position in CalAtlantic Group, Inc. in Q4 2017 and held it in 1 quarter.
Financial Gravity Companies's CalAtlantic Group, Inc. position peaked at $0 in Q4 2017.
3 funds tracked by Wall St. Rank held CalAtlantic Group, Inc. as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.