PFGIA
CA

Patriot Financial Group Insurance Agency’s CA, Inc. CA Stock Holding History

Patriot Financial Group Insurance Agency’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
-100
Closed -$4K – 1188
2018
Q3 		$4K Buy
+100
New +$4.31K ﹤0.01% 803
2018
Q2 		– Sell
-100
Closed -$3K – 976
2018
Q1 		$3K Sell
100
-106
-51% -$3.68K ﹤0.01% 852
2017
Q4 		$7K Buy
206
+1
+0.5% +$33 0.01% 671
2017
Q3 		$7K Sell
205
-69
-25% -$2.28K 0.01% 651
2017
Q2 		$9K Sell
274
-99
-27% -$3.2K 0.01% 566
2017
Q1 		$12K Buy
373
+1
+0.3% +$32 0.01% 472
2016
Q4 		$12K Buy
+372
New +$11.9K 0.02% 443

Other funds holding CA

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CA Position: Q4 2018 in Review

Patriot Financial Group Insurance Agency sold out of CA, Inc. (CA) in Q4 2018, closing a stake of 100 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in CA in Q4 2016 and held it in 7 quarters. The position peaked at $12K in Q1 2017. 3 funds tracked by Wall St. Rank hold CA as of Q4 2018.

  • Patriot Financial Group Insurance Agency reported no remaining CA, Inc. position as of Q4 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 100 CA, Inc. shares in Q4 2018, an estimated $4K.
  • Patriot Financial Group Insurance Agency first reported a position in CA, Inc. in Q4 2016 and held it in 7 quarters.
  • Patriot Financial Group Insurance Agency's CA, Inc. position peaked at $12K in Q1 2017.
  • 3 funds tracked by Wall St. Rank held CA, Inc. as of Q4 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2018, filed 4 Feb 2019.