Plante Moran Financial Advisors’s CA, Inc. CA Stock Holding History

Plante Moran Financial 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
2016 Q1	–	Sell	-260	Closed	-$7K	–	1157
2015 Q4	$7K	Buy	+260	New	+$7.3K	0.01%	665
2014 Q4	–	Sell	-330	Closed	-$9K	–	900
2014 Q3	$9K	Sell	330 -660	-67%	-$18.9K	0.01%	578
2014 Q2	$28K	Buy	+990	New	+$29.3K	0.03%	334

Other funds holding CA

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Plante Moran Financial Advisors's CA Position: Q1 2016 in Review

Plante Moran Financial Advisors sold out of CA, Inc. (CA) in Q1 2016, closing a stake of 260 shares — an estimated $7K sold.

Plante Moran Financial Advisors first reported a position in CA in Q2 2014 and held it in 3 quarters. The position peaked at $28K in Q2 2014. 497 funds tracked by Wall St. Rank hold CA as of Q1 2016.

Plante Moran Financial Advisors reported no remaining CA, Inc. position as of Q1 2016 after selling out during the quarter.
Plante Moran Financial Advisors sold 260 CA, Inc. shares in Q1 2016, an estimated $7K.
Plante Moran Financial Advisors first reported a position in CA, Inc. in Q2 2014 and held it in 3 quarters.
Plante Moran Financial Advisors's CA, Inc. position peaked at $28K in Q2 2014.
497 funds tracked by Wall St. Rank held CA, Inc. as of Q1 2016.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2016, filed 26 Apr 2016.