MCIA
CA

Mountain Capital Investment Advisors’s CA, Inc. CA Stock Holding History

Mountain Capital Investment 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
2017
Q4 		– Sell
-732
Closed -$24K – 514
2017
Q3 		$24K Hold
732
– – 0.02% 170
2017
Q2 		$25K Buy
+732
New +$23.7K 0.02% 186

Other funds holding CA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mountain Capital Investment Advisors's CA Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of CA, Inc. (CA) in Q4 2017, closing a stake of 732 shares — an estimated $24K sold.

Mountain Capital Investment Advisors first reported a position in CA in Q2 2017 and held it in 2 quarters. The position peaked at $25K in Q2 2017. 530 funds tracked by Wall St. Rank hold CA as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining CA, Inc. position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 732 CA, Inc. shares in Q4 2017, an estimated $24K.
  • Mountain Capital Investment Advisors first reported a position in CA, Inc. in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's CA, Inc. position peaked at $25K in Q2 2017.
  • 530 funds tracked by Wall St. Rank held CA, Inc. as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.