Oak Point Wealth Management’s CA, Inc. CA Stock Holding History

Oak Point Wealth Management’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 Q1	–	Sell	-84	Closed	-$2K	–	263
2017 Q4	$2K	Buy	+84	New	+$2.79K	﹤0.01%	202

Other funds holding CA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Oak Point Wealth Management's CA Position: Q1 2018 in Review

Oak Point Wealth Management sold out of CA, Inc. (CA) in Q1 2018, closing a stake of 84 shares — an estimated $2K sold.

Oak Point Wealth Management first reported a position in CA in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 546 funds tracked by Wall St. Rank hold CA as of Q1 2018.

Oak Point Wealth Management reported no remaining CA, Inc. position as of Q1 2018 after selling out during the quarter.
Oak Point Wealth Management sold 84 CA, Inc. shares in Q1 2018, an estimated $2K.
Oak Point Wealth Management first reported a position in CA, Inc. in Q4 2017 and held it in 1 quarter.
Oak Point Wealth Management's CA, Inc. position peaked at $2K in Q4 2017.
546 funds tracked by Wall St. Rank held CA, Inc. as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.