Ironwood Financial’s CA, Inc. CA Stock Holding History

Ironwood Financial’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	-52	Closed	-$2K	–	409
2018 Q3	$2K	Hold	52	–	–	﹤0.01%	343
2018 Q2	$2K	Hold	52	–	–	﹤0.01%	264
2018 Q1	$2K	Hold	52	–	–	﹤0.01%	237
2017 Q4	$2K	Hold	52	–	–	﹤0.01%	242
2017 Q3	$2K	Hold	52	–	–	﹤0.01%	248
2017 Q2	$2K	Hold	52	–	–	﹤0.01%	248
2017 Q1	$2K	Buy	52 +1	+2%	+$32	﹤0.01%	248
2016 Q4	$2K	Hold	51	–	–	﹤0.01%	248
2016 Q3	$2K	Hold	51	–	–	﹤0.01%	253
2016 Q2	$2K	Buy	51 +1	+2%	+$31	﹤0.01%	258
2016 Q1	$2K	Buy	+50	New	+$1.44K	﹤0.01%	262
2015 Q3	$1K	Hold	49	–	–	﹤0.01%	361
2015 Q2	$1K	Buy	49 +1	+2%	+$31	﹤0.01%	325
2015 Q1	$2K	Sell	48 -29	-38%	-$919	﹤0.01%	299
2014 Q4	$2K	Buy	+77	New	+$2.25K	﹤0.01%	263

Other funds holding CA

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Ironwood Financial's CA Position: Q4 2018 in Review

Ironwood Financial sold out of CA, Inc. (CA) in Q4 2018, closing a stake of 52 shares — an estimated $2K sold.

Ironwood Financial first reported a position in CA in Q4 2014 and held it in 15 quarters. The position peaked at $2K in Q3 2018. 3 funds tracked by Wall St. Rank hold CA as of Q4 2018.

Ironwood Financial reported no remaining CA, Inc. position as of Q4 2018 after selling out during the quarter.
Ironwood Financial sold 52 CA, Inc. shares in Q4 2018, an estimated $2K.
Ironwood Financial first reported a position in CA, Inc. in Q4 2014 and held it in 15 quarters.
Ironwood Financial's CA, Inc. position peaked at $2K in Q3 2018.
3 funds tracked by Wall St. Rank held CA, Inc. as of Q4 2018.

Based on Ironwood Financial's 13F filing for Q4 2018, filed 17 Jan 2019.