Kaizen Advisory’s CA, Inc. CA Stock Holding History

Kaizen Advisory’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	-785	Closed	-$35K	–	578
2018 Q3	$35K	Hold	785	–	–	0.02%	418
2018 Q2	$28K	Buy	785 +468	+148%	+$16.5K	0.01%	481
2018 Q1	$11K	Hold	317	–	–	0.01%	474
2017 Q4	$11K	Buy	+317	New	+$10.5K	0.01%	475

Other funds holding CA

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

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Kaizen Advisory's CA Position: Q4 2018 in Review

Kaizen Advisory sold out of CA, Inc. (CA) in Q4 2018, closing a stake of 785 shares — an estimated $35K sold.

Kaizen Advisory first reported a position in CA in Q4 2017 and held it in 4 quarters. The position peaked at $35K in Q3 2018. 3 funds tracked by Wall St. Rank hold CA as of Q4 2018.

Kaizen Advisory reported no remaining CA, Inc. position as of Q4 2018 after selling out during the quarter.
Kaizen Advisory sold 785 CA, Inc. shares in Q4 2018, an estimated $35K.
Kaizen Advisory first reported a position in CA, Inc. in Q4 2017 and held it in 4 quarters.
Kaizen Advisory's CA, Inc. position peaked at $35K in Q3 2018.
3 funds tracked by Wall St. Rank held CA, Inc. as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.