Greenleaf Trust’s CA, Inc. CA Stock Holding History

Greenleaf Trust’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	-15,899	Closed	-$702K	–	575
2018 Q3	$702K	Buy	+15,899	New	+$685K	0.01%	226
2018 Q1	–	Sell	-541	Closed	-$18K	–	701
2017 Q4	$18K	Hold	541	–	–	﹤0.01%	612
2017 Q3	$18K	Buy	+541	New	+$17.9K	﹤0.01%	598

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

Greenleaf Trust's CA Position: Q4 2018 in Review

Greenleaf Trust sold out of CA, Inc. (CA) in Q4 2018, closing a stake of 15,899 shares — an estimated $702K sold.

Greenleaf Trust first reported a position in CA in Q3 2017 and held it in 3 quarters. The position peaked at $702K in Q3 2018. 3 funds tracked by Wall St. Rank hold CA as of Q4 2018.

Greenleaf Trust reported no remaining CA, Inc. position as of Q4 2018 after selling out during the quarter.
Greenleaf Trust sold 15,899 CA, Inc. shares in Q4 2018, an estimated $702K.
Greenleaf Trust first reported a position in CA, Inc. in Q3 2017 and held it in 3 quarters.
Greenleaf Trust's CA, Inc. position peaked at $702K in Q3 2018.
3 funds tracked by Wall St. Rank held CA, Inc. as of Q4 2018.

Based on Greenleaf Trust's 13F filing for Q4 2018, filed 7 Feb 2019.