GCA
CAA

Gideon Capital Advisors’s CalAtlantic Group, Inc. CAA Stock Holding History

Gideon Capital Advisors’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
2016
Q4 		– Sell
-11,364
Closed -$380K – 495
2016
Q3 		$380K Buy
+11,364
New +$416K 0.23% 118
2015
Q3 		– Sell
-2,425
Closed -$108K – 355
2015
Q2 		$108K Buy
+2,425
New +$103K 0.04% 227

Other funds holding CAA

MGA
MatlinPatterson Global Advisers New York $163M AUM 32.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Gideon Capital Advisors's CAA Position: Q4 2016 in Review

Gideon Capital Advisors sold out of CalAtlantic Group, Inc. (CAA) in Q4 2016, closing a stake of 11,364 shares — an estimated $380K sold.

Gideon Capital Advisors first reported a position in CAA in Q2 2015 and held it in 2 quarters. The position peaked at $380K in Q3 2016. 251 funds tracked by Wall St. Rank hold CAA as of Q4 2016.

  • Gideon Capital Advisors reported no remaining CalAtlantic Group, Inc. position as of Q4 2016 after selling out during the quarter.
  • Gideon Capital Advisors sold 11,364 CalAtlantic Group, Inc. shares in Q4 2016, an estimated $380K.
  • Gideon Capital Advisors first reported a position in CalAtlantic Group, Inc. in Q2 2015 and held it in 2 quarters.
  • Gideon Capital Advisors's CalAtlantic Group, Inc. position peaked at $380K in Q3 2016.
  • 251 funds tracked by Wall St. Rank held CalAtlantic Group, Inc. as of Q4 2016.

Based on Gideon Capital Advisors's 13F filing for Q4 2016, filed 13 Feb 2017.