Optimum Investment Advisors’s CA, Inc. CA Stock Holding History

Optimum 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
2018 Q4	–	Sell	-500	Closed	-$22K	–	1087
2018 Q3	$22K	Hold	500	–	–	0.01%	719
2018 Q2	$18K	Hold	500	–	–	0.01%	758
2018 Q1	$17K	Buy	+500	New	+$17.4K	0.01%	738
2015 Q1	$16K	Hold	500	–	–	0.01%	742
2014 Q4	$15K	Hold	500	–	–	﹤0.01%	789
2014 Q3	$15K	Hold	500	–	–	0.01%	702
2014 Q2	$14K	Buy	+500	New	+$14.8K	﹤0.01%	731

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

Optimum Investment Advisors's CA Position: Q4 2018 in Review

Optimum Investment Advisors sold out of CA, Inc. (CA) in Q4 2018, closing a stake of 500 shares — an estimated $22K sold.

Optimum Investment Advisors first reported a position in CA in Q2 2014 and held it in 7 quarters. The position peaked at $22K in Q3 2018. 3 funds tracked by Wall St. Rank hold CA as of Q4 2018.

Optimum Investment Advisors reported no remaining CA, Inc. position as of Q4 2018 after selling out during the quarter.
Optimum Investment Advisors sold 500 CA, Inc. shares in Q4 2018, an estimated $22K.
Optimum Investment Advisors first reported a position in CA, Inc. in Q2 2014 and held it in 7 quarters.
Optimum Investment Advisors's CA, Inc. position peaked at $22K in Q3 2018.
3 funds tracked by Wall St. Rank held CA, Inc. as of Q4 2018.

Based on Optimum Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.