FPFS
CAA

First Personal Financial Services’s CalAtlantic Group, Inc. CAA Stock Holding History

First Personal Financial Services’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
-154
Closed -$9K – 1106
2017
Q4 		$9K Sell
154
-140
-48% -$6.84K ﹤0.01% 825
2017
Q3 		$11K Sell
294
-156
-35% -$5.55K ﹤0.01% 698
2017
Q2 		$16K Buy
450
+75
+20% +$2.73K ﹤0.01% 630
2017
Q1 		$14K Sell
375
-79
-17% -$2.79K ﹤0.01% 650
2016
Q4 		$15K Buy
454
+166
+58% +$5.49K ﹤0.01% 616
2016
Q3 		$10K Buy
288
+17
+6% +$623 ﹤0.01% 599
2016
Q2 		$10K Buy
+271
New +$9.52K ﹤0.01% 574

Other funds holding CAA

FNBOO
First National Bank of Omaha Omaha, Nebraska $3.24B AUM 18.68% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM