IA
CA

IFP Advisors’s CA, Inc. CA Stock Holding History

IFP Advisors’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
-2,219
Closed -$98K – 4123
2018
Q3 		$98K Sell
2,219
-568
-20% -$24.5K ﹤0.01% 1482
2018
Q2 		$99K Sell
2,787
-1,265
-31% -$44.6K ﹤0.01% 1491
2018
Q1 		$135K Hold
4,052
– – 0.01% 1204
2017
Q4 		$135K Buy
4,052
+89
+2% +$2.95K 0.01% 1213
2017
Q3 		$132K Sell
3,963
-222
-5% -$7.34K 0.01% 1391
2017
Q2 		$144K Sell
4,185
-167
-4% -$5.4K 0.01% 1316
2017
Q1 		$138K Sell
4,352
-519
-11% -$16.7K 0.01% 1315
2016
Q4 		$155K Buy
4,871
+311
+7% +$9.93K 0.01% 1193
2016
Q3 		$151K Sell
4,560
-125
-3% -$4.21K 0.01% 1138
2016
Q2 		$154K Buy
+4,685
New +$147K 0.01% 1108
2016
Q1 		– Sell
-2,549
Closed -$73K – 4400
2015
Q4 		$73K Buy
+2,549
New +$71.6K ﹤0.01% 1365

Other funds holding CA

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

IFP Advisors's CA Position: Q4 2018 in Review

IFP Advisors sold out of CA, Inc. (CA) in Q4 2018, closing a stake of 2,219 shares — an estimated $98K sold.

IFP Advisors first reported a position in CA in Q4 2015 and held it in 11 quarters. The position peaked at $155K in Q4 2016. 3 funds tracked by Wall St. Rank hold CA as of Q4 2018.

  • IFP Advisors reported no remaining CA, Inc. position as of Q4 2018 after selling out during the quarter.
  • IFP Advisors sold 2,219 CA, Inc. shares in Q4 2018, an estimated $98K.
  • IFP Advisors first reported a position in CA, Inc. in Q4 2015 and held it in 11 quarters.
  • IFP Advisors's CA, Inc. position peaked at $155K in Q4 2016.
  • 3 funds tracked by Wall St. Rank held CA, Inc. as of Q4 2018.

Based on IFP Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.