Global Retirement Partners’s CA, Inc. CA Stock Holding History

Global Retirement Partners’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	-522	Closed	-$23K	–	1629
2018 Q3	$23K	Hold	522	–	–	0.01%	772
2018 Q2	$19K	Hold	522	–	–	﹤0.01%	821
2018 Q1	$18K	Hold	522	–	–	0.01%	796
2017 Q4	$17K	Sell	522 -173	-25%	-$5.74K	﹤0.01%	771
2017 Q3	$23K	Buy	695 +173	+33%	+$5.72K	0.01%	617
2017 Q2	$18K	Hold	522	–	–	0.01%	637
2017 Q1	$17K	Hold	522	–	–	0.01%	602
2016 Q4	$17K	Buy	+522	New	+$16.7K	0.01%	562

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

Global Retirement Partners's CA Position: Q4 2018 in Review

Global Retirement Partners sold out of CA, Inc. (CA) in Q4 2018, closing a stake of 522 shares — an estimated $23K sold.

Global Retirement Partners first reported a position in CA in Q4 2016 and held it in 8 quarters. The position peaked at $23K in Q3 2018. 3 funds tracked by Wall St. Rank hold CA as of Q4 2018.

Global Retirement Partners reported no remaining CA, Inc. position as of Q4 2018 after selling out during the quarter.
Global Retirement Partners sold 522 CA, Inc. shares in Q4 2018, an estimated $23K.
Global Retirement Partners first reported a position in CA, Inc. in Q4 2016 and held it in 8 quarters.
Global Retirement Partners's CA, Inc. position peaked at $23K in Q3 2018.
3 funds tracked by Wall St. Rank held CA, Inc. as of Q4 2018.

Based on Global Retirement Partners's 13F filing for Q4 2018, filed 22 Feb 2019.