FIM
CA

Freedom Investment Management’s CA, Inc. CA Stock Holding History

Freedom Investment Management’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
Q2 		– Sell
-9,457
Closed -$321K – 1234
2018
Q1 		$321K Buy
+9,457
New +$329K 0.02% 858
2017
Q4 		– Sell
-7,142
Closed -$238K – 1214
2017
Q3 		$238K Sell
7,142
-86
-1% -$2.84K 0.01% 946
2017
Q2 		$249K Buy
+7,228
New +$234K 0.01% 887
2017
Q1 		– Sell
-6,713
Closed -$213K – 1145
2016
Q4 		$213K Buy
6,713
+559
+9% +$17.9K 0.01% 876
2016
Q3 		$204K Buy
+6,154
New +$207K 0.01% 815
2016
Q2 		– Sell
-7,866
Closed -$242K – 941
2016
Q1 		$242K Sell
7,866
-362
-4% -$10.4K 0.02% 655
2015
Q4 		$235K Sell
8,228
-16,422
-67% -$461K 0.02% 635
2015
Q3 		$626K Buy
24,650
+16,349
+197% +$468K 0.06% 269
2015
Q2 		$243K Sell
8,301
-2,303
-22% -$71.5K 0.02% 580
2015
Q1 		$346K Sell
10,604
-750
-7% -$23.8K 0.04% 434
2014
Q4 		$346K Buy
11,354
+1,478
+15% +$43.2K 0.04% 373
2014
Q3 		$276K Buy
9,876
+1,425
+17% +$40.7K 0.05% 360
2014
Q2 		$243K Buy
8,451
+1,155
+16% +$34.2K 0.04% 404
2014
Q1 		$226K Buy
7,296
+368
+5% +$12K 0.05% 367
2013
Q4 		$233K Buy
6,928
+7
+0.1% +$222 0.06% 346
2013
Q3 		$205K Buy
+6,921
New +$207K 0.06% 326

Other funds holding CA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Freedom Investment Management's CA Position: Q2 2018 in Review

Freedom Investment Management sold out of CA, Inc. (CA) in Q2 2018, closing a stake of 9,457 shares — an estimated $321K sold.

Freedom Investment Management first reported a position in CA in Q3 2013 and held it in 16 quarters. The position peaked at $626K in Q3 2015. 532 funds tracked by Wall St. Rank hold CA as of Q2 2018.

  • Freedom Investment Management reported no remaining CA, Inc. position as of Q2 2018 after selling out during the quarter.
  • Freedom Investment Management sold 9,457 CA, Inc. shares in Q2 2018, an estimated $321K.
  • Freedom Investment Management first reported a position in CA, Inc. in Q3 2013 and held it in 16 quarters.
  • Freedom Investment Management's CA, Inc. position peaked at $626K in Q3 2015.
  • 532 funds tracked by Wall St. Rank held CA, Inc. as of Q2 2018.

Based on Freedom Investment Management's 13F filing for Q2 2018, filed 27 Jul 2018.