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 $3.55B AUM 27.24% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

First Personal Financial Services's CAA Position: Q1 2018 in Review

First Personal Financial Services sold out of CalAtlantic Group, Inc. (CAA) in Q1 2018, closing a stake of 154 shares — an estimated $9K sold.

First Personal Financial Services first reported a position in CAA in Q2 2016 and held it in 7 quarters. The position peaked at $16K in Q2 2017. 3 funds tracked by Wall St. Rank hold CAA as of Q1 2018.

First Personal Financial Services reported no remaining CalAtlantic Group, Inc. position as of Q1 2018 after selling out during the quarter.
First Personal Financial Services sold 154 CalAtlantic Group, Inc. shares in Q1 2018, an estimated $9K.
First Personal Financial Services first reported a position in CalAtlantic Group, Inc. in Q2 2016 and held it in 7 quarters.
First Personal Financial Services's CalAtlantic Group, Inc. position peaked at $16K in Q2 2017.
3 funds tracked by Wall St. Rank held CalAtlantic Group, Inc. as of Q1 2018.

Based on First Personal Financial Services's 13F filing for Q1 2018, filed 10 May 2018.