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

IFP 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
2018 Q2	–	Sell	-1,258	Closed	-$71K	–	4243
2018 Q1	$71K	Hold	1,258	–	–	﹤0.01%	1602
2017 Q4	$71K	Sell	1,258 -226	-15%	-$11K	﹤0.01%	1615
2017 Q3	$54K	Buy	1,484 +317	+27%	+$11.3K	﹤0.01%	1952
2017 Q2	$41K	Buy	1,167 +47	+4%	+$1.71K	﹤0.01%	2108
2017 Q1	$42K	Sell	1,120 -319	-22%	-$11.3K	﹤0.01%	2038
2016 Q4	$49K	Buy	1,439 +1,023	+246%	+$33.8K	﹤0.01%	1902
2016 Q3	$14K	Buy	416 +146	+54%	+$5.35K	﹤0.01%	2652
2016 Q2	$10K	Buy	+270	New	+$9.48K	﹤0.01%	2772
2016 Q1	–	Sell	-304	Closed	-$12K	–	3995
2015 Q4	$12K	Buy	+304	New	+$12.2K	﹤0.01%	2505

Other funds holding CAA

FNBOO

First National Bank of Omaha Omaha, Nebraska $3.55B AUM 27.24% 1-Year Est. Return

IFP Advisors's CAA Position: Q2 2018 in Review

IFP Advisors sold out of CalAtlantic Group, Inc. (CAA) in Q2 2018, closing a stake of 1,258 shares — an estimated $71K sold.

IFP Advisors first reported a position in CAA in Q4 2015 and held it in 9 quarters. The position peaked at $71K in Q1 2018. 1 fund tracked by Wall St. Rank holds CAA as of Q2 2018.

IFP Advisors reported no remaining CalAtlantic Group, Inc. position as of Q2 2018 after selling out during the quarter.
IFP Advisors sold 1,258 CalAtlantic Group, Inc. shares in Q2 2018, an estimated $71K.
IFP Advisors first reported a position in CalAtlantic Group, Inc. in Q4 2015 and held it in 9 quarters.
IFP Advisors's CalAtlantic Group, Inc. position peaked at $71K in Q1 2018.
1 fund tracked by Wall St. Rank held CalAtlantic Group, Inc. as of Q2 2018.

Based on IFP Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.