LFA
CA

Legacy Financial Advisors’s CA, Inc. CA Stock Holding History

Legacy Financial Advisors’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
-77
Closed -$3K – 1086
2018
Q3 		$3K Hold
77
– – ﹤0.01% 787
2018
Q2 		$3K Hold
77
– – ﹤0.01% 803
2018
Q1 		$2K Hold
77
– – ﹤0.01% 775
2017
Q4 		$2K Buy
+77
New +$2.56K ﹤0.01% 764

Other funds holding CA

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Legacy Financial Advisors's CA Position: Q4 2018 in Review

Legacy Financial Advisors sold out of CA, Inc. (CA) in Q4 2018, closing a stake of 77 shares — an estimated $3K sold.

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

  • Legacy Financial Advisors reported no remaining CA, Inc. position as of Q4 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 77 CA, Inc. shares in Q4 2018, an estimated $3K.
  • Legacy Financial Advisors first reported a position in CA, Inc. in Q4 2017 and held it in 4 quarters.
  • Legacy Financial Advisors's CA, Inc. position peaked at $3K in Q3 2018.
  • 3 funds tracked by Wall St. Rank held CA, Inc. as of Q4 2018.

Based on Legacy Financial Advisors's 13F filing for Q4 2018, filed 16 Jan 2019.