IA
CAS

IFP Advisors’s A M Castle & Co CAS Stock Holding History

IFP Advisors’s Portfolio CAS Stock Details CAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-6,610
Closed -$5K – 4364
2016
Q3 		$5K Hold
6,610
– – ﹤0.01% 3297
2016
Q2 		$11K Buy
+6,610
New +$16.1K ﹤0.01% 2726
2016
Q1 		– Sell
-6,610
Closed -$11K – 4574
2015
Q4 		$11K Buy
+6,610
New +$16.1K ﹤0.01% 2567

Other funds holding CAS

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
IIM
Ironwood Investment Management Boston, Massachusetts $240M AUM 45.82% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
SDIC
South Dakota Investment Council Sioux Falls, South Dakota $5.24B AUM 22.1% 1-Year Est. Return

IFP Advisors's CAS Position: Q4 2016 in Review

IFP Advisors sold out of A M Castle & Co (CAS) in Q4 2016, closing a stake of 6,610 shares — an estimated $5K sold.

IFP Advisors first reported a position in CAS in Q4 2015 and held it in 3 quarters. The position peaked at $11K in Q2 2016. 7 funds tracked by Wall St. Rank hold CAS as of Q4 2016.

  • IFP Advisors reported no remaining A M Castle & Co position as of Q4 2016 after selling out during the quarter.
  • IFP Advisors sold 6,610 A M Castle & Co shares in Q4 2016, an estimated $5K.
  • IFP Advisors first reported a position in A M Castle & Co in Q4 2015 and held it in 3 quarters.
  • IFP Advisors's A M Castle & Co position peaked at $11K in Q2 2016.
  • 7 funds tracked by Wall St. Rank held A M Castle & Co as of Q4 2016.

Based on IFP Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.