JFS Wealth Advisors’s CA, Inc. CA Stock Holding History

JFS Wealth Advisors’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 Q2	–	Sell	-7	Closed	–	–	574
2018 Q1	$0	Buy	+7	New	+$243	﹤0.01%	591
2016 Q2	–	Sell	-9	Closed	–	–	666
2016 Q1	$0	Buy	+9	New	+$258	﹤0.01%	683

Other funds holding CA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JFS Wealth Advisors's CA Position: Q2 2018 in Review

JFS Wealth Advisors sold out of CA, Inc. (CA) in Q2 2018, closing a stake of 7 shares.

JFS Wealth Advisors first reported a position in CA in Q1 2016 and held it in 2 quarters. The position peaked at $0 in Q1 2018. 532 funds tracked by Wall St. Rank hold CA as of Q2 2018.

JFS Wealth Advisors reported no remaining CA, Inc. position as of Q2 2018 after selling out during the quarter.
JFS Wealth Advisors sold 7 CA, Inc. shares in Q2 2018.
JFS Wealth Advisors first reported a position in CA, Inc. in Q1 2016 and held it in 2 quarters.
JFS Wealth Advisors's CA, Inc. position peaked at $0 in Q1 2018.
532 funds tracked by Wall St. Rank held CA, Inc. as of Q2 2018.

Based on JFS Wealth Advisors's 13F filing for Q2 2018, filed 26 Jul 2018.