KCM Investment Advisors’s CalAtlantic Group, Inc. CAA Stock Holding History

KCM Investment Advisors’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	-19,500	Closed	-$1.1M	–	545
2017 Q4	$1.1M	Sell	19,500 -2,500	-11%	-$122K	0.06%	249
2017 Q3	$806K	Sell	22,000 -4,000	-15%	-$142K	0.05%	283
2017 Q2	$919K	Hold	26,000	–	–	0.06%	257
2017 Q1	$974K	Hold	26,000	–	–	0.06%	254
2016 Q4	$884K	Hold	26,000	–	–	0.06%	264
2016 Q3	$869K	Sell	26,000 -2,000	-7%	-$73.3K	0.06%	266
2016 Q2	$1.03M	Buy	+28,000	New	+$983K	0.07%	237

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

KCM Investment Advisors's CAA Position: Q1 2018 in Review

KCM Investment Advisors sold out of CalAtlantic Group, Inc. (CAA) in Q1 2018, closing a stake of 19,500 shares — an estimated $1.1M sold.

KCM Investment Advisors first reported a position in CAA in Q2 2016 and held it in 7 quarters. The position peaked at $1.1M in Q4 2017. 3 funds tracked by Wall St. Rank hold CAA as of Q1 2018.

KCM Investment Advisors reported no remaining CalAtlantic Group, Inc. position as of Q1 2018 after selling out during the quarter.
KCM Investment Advisors sold 19,500 CalAtlantic Group, Inc. shares in Q1 2018, an estimated $1.1M.
KCM Investment Advisors first reported a position in CalAtlantic Group, Inc. in Q2 2016 and held it in 7 quarters.
KCM Investment Advisors's CalAtlantic Group, Inc. position peaked at $1.1M in Q4 2017.
3 funds tracked by Wall St. Rank held CalAtlantic Group, Inc. as of Q1 2018.

Based on KCM Investment Advisors's 13F filing for Q1 2018, filed 9 May 2018.