KIA
CAI.PRB

KCM Investment Advisors’s CAI International, Inc. 8.50% Series B Fixed-to-Floating Rate Cumulative Redeemable Perpetual Prefer CAI.PRB Stock Holding History

KCM Investment Advisors’s Portfolio CAI.PRB Stock Details CAI.PRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-21,700
Closed -$494K – 385
2018
Q4 		$494K Sell
21,700
-775
-3% -$19.3K 0.03% 331
2018
Q3 		$574K Buy
+22,475
New +$571K 0.03% 327

Other funds holding CAI.PRB

SAM
Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return

KCM Investment Advisors's CAI.PRB Position: Q1 2019 in Review

KCM Investment Advisors sold out of CAI International, Inc. 8.50% Series B Fixed-to-Floating Rate Cumulative Redeemable Perpetual Prefer (CAI.PRB) in Q1 2019, closing a stake of 21,700 shares — an estimated $494K sold.

KCM Investment Advisors first reported a position in CAI.PRB in Q3 2018 and held it in 2 quarters. The position peaked at $574K in Q3 2018. 1 fund tracked by Wall St. Rank holds CAI.PRB as of Q1 2019.

  • KCM Investment Advisors reported no remaining CAI International, Inc. 8.50% Series B Fixed-to-Floating Rate Cumulative Redeemable Perpetual Prefer position as of Q1 2019 after selling out during the quarter.
  • KCM Investment Advisors sold 21,700 CAI International, Inc. 8.50% Series B Fixed-to-Floating Rate Cumulative Redeemable Perpetual Prefer shares in Q1 2019, an estimated $494K.
  • KCM Investment Advisors first reported a position in CAI International, Inc. 8.50% Series B Fixed-to-Floating Rate Cumulative Redeemable Perpetual Prefer in Q3 2018 and held it in 2 quarters.
  • KCM Investment Advisors's CAI International, Inc. 8.50% Series B Fixed-to-Floating Rate Cumulative Redeemable Perpetual Prefer position peaked at $574K in Q3 2018.
  • 1 fund tracked by Wall St. Rank held CAI International, Inc. 8.50% Series B Fixed-to-Floating Rate Cumulative Redeemable Perpetual Prefer as of Q1 2019.

Based on KCM Investment Advisors's 13F filing for Q1 2019, filed 16 May 2019.