Proficio Capital Partners’s CalAtlantic Group, Inc. CAA Stock Holding History

Proficio Capital Partners’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	-7	Closed	–	–	1376
2017 Q4	$0	Hold	7	–	–	﹤0.01%	1362
2017 Q3	$0	Hold	7	–	–	﹤0.01%	1363
2017 Q2	$0	Sell	7 -61	-90%	-$2.22K	﹤0.01%	1380
2017 Q1	$3K	Buy	68 +61	+871%	+$2.16K	﹤0.01%	1104
2016 Q4	$0	Buy	+7	New	+$231	﹤0.01%	1220

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

Proficio Capital Partners's CAA Position: Q1 2018 in Review

Proficio Capital Partners sold out of CalAtlantic Group, Inc. (CAA) in Q1 2018, closing a stake of 7 shares.

Proficio Capital Partners first reported a position in CAA in Q4 2016 and held it in 5 quarters. The position peaked at $3K in Q1 2017. 3 funds tracked by Wall St. Rank hold CAA as of Q1 2018.

Proficio Capital Partners reported no remaining CalAtlantic Group, Inc. position as of Q1 2018 after selling out during the quarter.
Proficio Capital Partners sold 7 CalAtlantic Group, Inc. shares in Q1 2018.
Proficio Capital Partners first reported a position in CalAtlantic Group, Inc. in Q4 2016 and held it in 5 quarters.
Proficio Capital Partners's CalAtlantic Group, Inc. position peaked at $3K in Q1 2017.
3 funds tracked by Wall St. Rank held CalAtlantic Group, Inc. as of Q1 2018.

Based on Proficio Capital Partners's 13F filing for Q1 2018, filed 14 May 2018.