Institute for Wealth Management’s CalAtlantic Group, Inc. CAA Stock Holding History

Institute for Wealth Management’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 Q1	–	Sell	-4,199	Closed	-$237K	–	424
2017 Q4	$237K	Buy	+4,199	New	+$205K	0.05%	335

Other funds holding CAA

FNBOO

First National Bank of Omaha Omaha, Nebraska $3.24B AUM 18.68% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Institute for Wealth Management's CAA Position: Q1 2018 in Review

Institute for Wealth Management sold out of CalAtlantic Group, Inc. (CAA) in Q1 2018, closing a stake of 4,199 shares — an estimated $237K sold.

Institute for Wealth Management first reported a position in CAA in Q4 2017 and held it in 1 quarter. The position peaked at $237K in Q4 2017. 3 funds tracked by Wall St. Rank hold CAA as of Q1 2018.

Institute for Wealth Management reported no remaining CalAtlantic Group, Inc. position as of Q1 2018 after selling out during the quarter.
Institute for Wealth Management sold 4,199 CalAtlantic Group, Inc. shares in Q1 2018, an estimated $237K.
Institute for Wealth Management first reported a position in CalAtlantic Group, Inc. in Q4 2017 and held it in 1 quarter.
Institute for Wealth Management's CalAtlantic Group, Inc. position peaked at $237K in Q4 2017.
3 funds tracked by Wall St. Rank held CalAtlantic Group, Inc. as of Q1 2018.

Based on Institute for Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.