Laird Norton Wetherby Wealth Management’s CA, Inc. CA Stock Holding History

Laird Norton Wetherby Wealth Management’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	-6,230	Closed	-$275K	–	695
2018 Q3	$275K	Sell	6,230 -658	-10%	-$28.4K	0.03%	520
2018 Q2	$245K	Sell	6,888 -335	-5%	-$11.8K	0.03%	531
2018 Q1	$245K	Buy	7,223 +385	+6%	+$13.4K	0.03%	538
2017 Q4	$228K	Sell	6,838 -110	-2%	-$3.65K	0.03%	554
2017 Q3	$232K	Buy	6,948 +648	+10%	+$21.4K	0.03%	521
2017 Q2	$217K	Buy	+6,300	New	+$204K	0.04%	511
2017 Q1	–	Sell	-7,069	Closed	-$225K	–	578
2016 Q4	$225K	Buy	+7,069	New	+$226K	0.04%	474

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

Laird Norton Wetherby Wealth Management's CA Position: Q4 2018 in Review

Laird Norton Wetherby Wealth Management sold out of CA, Inc. (CA) in Q4 2018, closing a stake of 6,230 shares — an estimated $275K sold.

Laird Norton Wetherby Wealth Management first reported a position in CA in Q4 2016 and held it in 7 quarters. The position peaked at $275K in Q3 2018. 3 funds tracked by Wall St. Rank hold CA as of Q4 2018.

Laird Norton Wetherby Wealth Management reported no remaining CA, Inc. position as of Q4 2018 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 6,230 CA, Inc. shares in Q4 2018, an estimated $275K.
Laird Norton Wetherby Wealth Management first reported a position in CA, Inc. in Q4 2016 and held it in 7 quarters.
Laird Norton Wetherby Wealth Management's CA, Inc. position peaked at $275K in Q3 2018.
3 funds tracked by Wall St. Rank held CA, Inc. as of Q4 2018.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2018, filed 30 Jan 2019.