Janney Montgomery Scott
CAA

Janney Montgomery Scott’s CalAtlantic Group, Inc. CAA Stock Holding History

Janney Montgomery Scott’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
-12,041
Closed -$679K – 2059
2017
Q4 		$679K Sell
12,041
-3,620
-23% -$177K 0.01% 1149
2017
Q3 		$574K Buy
15,661
+277
+2% +$9.85K 0.01% 1187
2017
Q2 		$544K Buy
15,384
+2,469
+19% +$89.7K 0.01% 1138
2017
Q1 		$484K Buy
+12,915
New +$457K 0.01% 1177

Other funds holding CAA

FNBOO
First National Bank of Omaha Omaha, Nebraska $3.24B AUM 18.68% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM