First Personal Financial Services’s CA, Inc. CA Stock Holding History

First Personal Financial Services’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	-836	Closed	-$37K	–	713
2018 Q3	$37K	Sell	836 -80	-9%	-$3.45K	0.01%	324
2018 Q2	$33K	Hold	916	–	–	0.01%	335
2018 Q1	$31K	Hold	916	–	–	0.01%	547
2017 Q4	$30K	Buy	+916	New	+$30.4K	0.01%	575
2017 Q3	–	Sell	-411	Closed	-$14K	–	895
2017 Q2	$14K	Hold	411	–	–	﹤0.01%	654
2017 Q1	$13K	Hold	411	–	–	﹤0.01%	668
2016 Q4	$13K	Hold	411	–	–	﹤0.01%	661
2016 Q3	$14K	Hold	411	–	–	﹤0.01%	506
2016 Q2	$13K	Buy	+411	New	+$12.9K	﹤0.01%	514
2015 Q4	–	Sell	-161	Closed	-$5K	–	542
2015 Q3	$5K	Hold	161	–	–	﹤0.01%	335
2015 Q2	$5K	Hold	161	–	–	﹤0.01%	329
2015 Q1	$6K	Hold	161	–	–	﹤0.01%	319
2014 Q4	$4K	Buy	+161	New	+$4.71K	﹤0.01%	329

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

First Personal Financial Services's CA Position: Q4 2018 in Review

First Personal Financial Services sold out of CA, Inc. (CA) in Q4 2018, closing a stake of 836 shares — an estimated $37K sold.

First Personal Financial Services first reported a position in CA in Q4 2014 and held it in 13 quarters. The position peaked at $37K in Q3 2018. 3 funds tracked by Wall St. Rank hold CA as of Q4 2018.

First Personal Financial Services reported no remaining CA, Inc. position as of Q4 2018 after selling out during the quarter.
First Personal Financial Services sold 836 CA, Inc. shares in Q4 2018, an estimated $37K.
First Personal Financial Services first reported a position in CA, Inc. in Q4 2014 and held it in 13 quarters.
First Personal Financial Services's CA, Inc. position peaked at $37K in Q3 2018.
3 funds tracked by Wall St. Rank held CA, Inc. as of Q4 2018.

Based on First Personal Financial Services's 13F filing for Q4 2018, filed 30 Jan 2019.