First National Bank of Mount Dora’s CA, Inc. CA Stock Holding History

First National Bank of Mount Dora’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	-25,593	Closed	-$1.13M	–	101
2018 Q3	$1.13M	Sell	25,593 -425	-2%	-$18.3K	0.49%	55
2018 Q2	$928K	Sell	26,018 -550	-2%	-$19.4K	0.42%	57
2018 Q1	$900K	Sell	26,568 -5,065	-16%	-$176K	0.41%	57
2017 Q4	$1.05M	Sell	31,633 -250	-0.8%	-$8.3K	0.46%	53
2017 Q3	$1.06M	Sell	31,883 -2,380	-7%	-$78.7K	0.52%	50
2017 Q2	$1.18M	Sell	34,263 -27,900	-45%	-$903K	0.61%	53
2017 Q1	$1.97M	Buy	62,163 +9,575	+18%	+$308K	1.06%	40
2016 Q4	$1.67M	Buy	52,588 +8,340	+19%	+$266K	0.99%	43
2016 Q3	$1.46M	Buy	+44,248	New	+$1.49M	0.82%	49

Other funds holding CA

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

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

First National Bank of Mount Dora's CA Position: Q4 2018 in Review

First National Bank of Mount Dora sold out of CA, Inc. (CA) in Q4 2018, closing a stake of 25,593 shares — an estimated $1.13M sold.

First National Bank of Mount Dora first reported a position in CA in Q3 2016 and held it in 9 quarters. The position peaked at $1.97M in Q1 2017. 3 funds tracked by Wall St. Rank hold CA as of Q4 2018.

First National Bank of Mount Dora reported no remaining CA, Inc. position as of Q4 2018 after selling out during the quarter.
First National Bank of Mount Dora sold 25,593 CA, Inc. shares in Q4 2018, an estimated $1.13M.
First National Bank of Mount Dora first reported a position in CA, Inc. in Q3 2016 and held it in 9 quarters.
First National Bank of Mount Dora's CA, Inc. position peaked at $1.97M in Q1 2017.
3 funds tracked by Wall St. Rank held CA, Inc. as of Q4 2018.

Based on First National Bank of Mount Dora's 13F filing for Q4 2018, filed 3 Jan 2019.