Reilly Financial Advisors’s CalAtlantic Group, Inc. CAA Stock Holding History

Reilly Financial Advisors’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	-722	Closed	-$41K	–	1109
2017 Q4	$41K	Buy	722 +20	+3%	+$977	0.01%	358
2017 Q3	$26K	Hold	702	–	–	﹤0.01%	443
2017 Q2	$25K	Hold	702	–	–	﹤0.01%	455
2017 Q1	$26K	Hold	702	–	–	﹤0.01%	429
2016 Q4	$24K	Buy	+702	New	+$23.2K	﹤0.01%	422

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

Reilly Financial Advisors's CAA Position: Q1 2018 in Review

Reilly Financial Advisors sold out of CalAtlantic Group, Inc. (CAA) in Q1 2018, closing a stake of 722 shares — an estimated $41K sold.

Reilly Financial Advisors first reported a position in CAA in Q4 2016 and held it in 5 quarters. The position peaked at $41K in Q4 2017. 3 funds tracked by Wall St. Rank hold CAA as of Q1 2018.

Reilly Financial Advisors reported no remaining CalAtlantic Group, Inc. position as of Q1 2018 after selling out during the quarter.
Reilly Financial Advisors sold 722 CalAtlantic Group, Inc. shares in Q1 2018, an estimated $41K.
Reilly Financial Advisors first reported a position in CalAtlantic Group, Inc. in Q4 2016 and held it in 5 quarters.
Reilly Financial Advisors's CalAtlantic Group, Inc. position peaked at $41K in Q4 2017.
3 funds tracked by Wall St. Rank held CalAtlantic Group, Inc. as of Q1 2018.

Based on Reilly Financial Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.