Northwestern Mutual Wealth Management’s CalAtlantic Group, Inc. CAA Stock Holding History

Northwestern Mutual Wealth Management’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	-300	Closed	-$17K	–	2549
2017 Q4	$17K	Hold	300	–	–	﹤0.01%	1564
2017 Q3	$11K	Buy	+300	New	+$10.7K	﹤0.01%	1653
2017 Q2	–	Sell	-31	Closed	-$1K	–	2253
2017 Q1	$1K	Buy	31 +4	+15%	+$141	﹤0.01%	1968
2016 Q4	$1K	Hold	27	–	–	﹤0.01%	2319
2016 Q3	$1K	Hold	27	–	–	﹤0.01%	2140
2016 Q2	$1K	Hold	27	–	–	﹤0.01%	2019
2016 Q1	$1K	Buy	+27	New	+$845	﹤0.01%	2082
2015 Q2	–	Sell	-1,342	Closed	-$60K	–	1739
2015 Q1	$60K	Buy	+1,342	New	+$53.5K	﹤0.01%	621

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

Northwestern Mutual Wealth Management's CAA Position: Q1 2018 in Review

Northwestern Mutual Wealth Management sold out of CalAtlantic Group, Inc. (CAA) in Q1 2018, closing a stake of 300 shares — an estimated $17K sold.

Northwestern Mutual Wealth Management first reported a position in CAA in Q1 2015 and held it in 8 quarters. The position peaked at $60K in Q1 2015. 3 funds tracked by Wall St. Rank hold CAA as of Q1 2018.

Northwestern Mutual Wealth Management reported no remaining CalAtlantic Group, Inc. position as of Q1 2018 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 300 CalAtlantic Group, Inc. shares in Q1 2018, an estimated $17K.
Northwestern Mutual Wealth Management first reported a position in CalAtlantic Group, Inc. in Q1 2015 and held it in 8 quarters.
Northwestern Mutual Wealth Management's CalAtlantic Group, Inc. position peaked at $60K in Q1 2015.
3 funds tracked by Wall St. Rank held CalAtlantic Group, Inc. as of Q1 2018.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2018, filed 14 May 2018.