Reilly Financial Advisors’s CA, Inc. CA Stock Holding History

Reilly 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
2018 Q4	–	Sell	-400	Closed	-$18K	–	1079
2018 Q3	$18K	Hold	400	–	–	﹤0.01%	589
2018 Q2	$14K	Hold	400	–	–	﹤0.01%	598
2018 Q1	$14K	Hold	400	–	–	﹤0.01%	583
2017 Q4	$13K	Hold	400	–	–	﹤0.01%	609
2017 Q3	$13K	Hold	400	–	–	﹤0.01%	594
2017 Q2	$14K	Hold	400	–	–	﹤0.01%	587
2017 Q1	$13K	Hold	400	–	–	﹤0.01%	571
2016 Q4	$13K	Hold	400	–	–	﹤0.01%	519
2016 Q3	$13K	Hold	400	–	–	﹤0.01%	486
2016 Q2	$13K	Hold	400	–	–	﹤0.01%	463
2016 Q1	$12K	Hold	400	–	–	﹤0.01%	721
2015 Q4	$11K	Hold	400	–	–	﹤0.01%	761
2015 Q3	$11K	Hold	400	–	–	﹤0.01%	764
2015 Q2	$12K	Hold	400	–	–	﹤0.01%	819
2015 Q1	$13K	Hold	400	–	–	﹤0.01%	789
2014 Q4	$12K	Hold	400	–	–	﹤0.01%	488
2014 Q3	$11K	Hold	400	–	–	﹤0.01%	510
2014 Q2	$12K	Hold	400	–	–	﹤0.01%	531
2014 Q1	$12K	Hold	400	–	–	﹤0.01%	536
2013 Q4	$13K	Buy	+400	New	+$12.7K	﹤0.01%	486

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

Reilly Financial Advisors's CA Position: Q4 2018 in Review

Reilly Financial Advisors sold out of CA, Inc. (CA) in Q4 2018, closing a stake of 400 shares — an estimated $18K sold.

Reilly Financial Advisors first reported a position in CA in Q4 2013 and held it in 20 quarters. The position peaked at $18K in Q3 2018. 3 funds tracked by Wall St. Rank hold CA as of Q4 2018.

Reilly Financial Advisors reported no remaining CA, Inc. position as of Q4 2018 after selling out during the quarter.
Reilly Financial Advisors sold 400 CA, Inc. shares in Q4 2018, an estimated $18K.
Reilly Financial Advisors first reported a position in CA, Inc. in Q4 2013 and held it in 20 quarters.
Reilly Financial Advisors's CA, Inc. position peaked at $18K in Q3 2018.
3 funds tracked by Wall St. Rank held CA, Inc. as of Q4 2018.

Based on Reilly Financial Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.