PCP
CASA

Proficio Capital Partners’s Casa Systems, Inc. Common Stock CASA Stock Holding History

Proficio Capital Partners’s Portfolio CASA Stock Details CASA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-194
Closed -$1K – 1662
2019
Q2 		$1K Buy
+194
New +$1.42K ﹤0.01% 1852

Other funds holding CASA

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Proficio Capital Partners's CASA Position: Q3 2019 in Review

Proficio Capital Partners sold out of Casa Systems, Inc. Common Stock (CASA) in Q3 2019, closing a stake of 194 shares — an estimated $1K sold.

Proficio Capital Partners first reported a position in CASA in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 87 funds tracked by Wall St. Rank hold CASA as of Q3 2019.

  • Proficio Capital Partners reported no remaining Casa Systems, Inc. Common Stock position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 194 Casa Systems, Inc. Common Stock shares in Q3 2019, an estimated $1K.
  • Proficio Capital Partners first reported a position in Casa Systems, Inc. Common Stock in Q2 2019 and held it in 1 quarter.
  • Proficio Capital Partners's Casa Systems, Inc. Common Stock position peaked at $1K in Q2 2019.
  • 87 funds tracked by Wall St. Rank held Casa Systems, Inc. Common Stock as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.