Newfound Research’s CA, Inc. CA Stock Holding History

Newfound Research’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	-56	Closed	-$2K	–	231
2018 Q3	$2K	Hold	56	–	–	﹤0.01%	120
2018 Q2	$2K	Buy	56 +1	+2%	+$35	﹤0.01%	108
2018 Q1	$2K	Buy	+55	New	+$1.91K	﹤0.01%	107

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

Newfound Research's CA Position: Q4 2018 in Review

Newfound Research sold out of CA, Inc. (CA) in Q4 2018, closing a stake of 56 shares — an estimated $2K sold.

Newfound Research first reported a position in CA in Q1 2018 and held it in 3 quarters. The position peaked at $2K in Q3 2018. 3 funds tracked by Wall St. Rank hold CA as of Q4 2018.

Newfound Research reported no remaining CA, Inc. position as of Q4 2018 after selling out during the quarter.
Newfound Research sold 56 CA, Inc. shares in Q4 2018, an estimated $2K.
Newfound Research first reported a position in CA, Inc. in Q1 2018 and held it in 3 quarters.
Newfound Research's CA, Inc. position peaked at $2K in Q3 2018.
3 funds tracked by Wall St. Rank held CA, Inc. as of Q4 2018.

Based on Newfound Research's 13F filing for Q4 2018, filed 25 Jan 2019.