Lee Financial’s CalAtlantic Group, Inc. CAA Stock Holding History

Lee Financial’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	-6,280	Closed	-$354K	–	792
2017 Q4	$354K	Sell	6,280 -139	-2%	-$6.79K	0.1%	92
2017 Q3	$235K	Hold	6,419	–	–	0.08%	106
2017 Q2	$227K	Hold	6,419	–	–	0.08%	110
2017 Q1	$240K	Hold	6,419	–	–	0.1%	102
2016 Q4	$219K	Buy	+6,419	New	+$212K	0.12%	102

Other funds holding CAA

FNBOO

First National Bank of Omaha Omaha, Nebraska $3.55B AUM 27.24% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Lee Financial's CAA Position: Q1 2018 in Review

Lee Financial sold out of CalAtlantic Group, Inc. (CAA) in Q1 2018, closing a stake of 6,280 shares — an estimated $354K sold.

Lee Financial first reported a position in CAA in Q4 2016 and held it in 5 quarters. The position peaked at $354K in Q4 2017. 3 funds tracked by Wall St. Rank hold CAA as of Q1 2018.

Lee Financial reported no remaining CalAtlantic Group, Inc. position as of Q1 2018 after selling out during the quarter.
Lee Financial sold 6,280 CalAtlantic Group, Inc. shares in Q1 2018, an estimated $354K.
Lee Financial first reported a position in CalAtlantic Group, Inc. in Q4 2016 and held it in 5 quarters.
Lee Financial's CalAtlantic Group, Inc. position peaked at $354K in Q4 2017.
3 funds tracked by Wall St. Rank held CalAtlantic Group, Inc. as of Q1 2018.

Based on Lee Financial's 13F filing for Q1 2018, filed 9 May 2018.