RFA
CAA

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 $3.24B AUM 18.68% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM