SCM
CAA

Shelton Capital Management’s CalAtlantic Group, Inc. CAA Stock Holding History

Shelton Capital Management’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
2015
Q2 		– Sell
-6,000
Closed -$270K – 817
2015
Q1 		$270K Buy
+6,000
New +$239K 0.03% 640

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 $5.54B AUM 27.43% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Shelton Capital Management's CAA Position: Q1 2018 in Review

Shelton Capital Management sold out of CalAtlantic Group, Inc. (CAA) in Q1 2018, closing a stake of 5,208 shares — an estimated $294K sold.

Shelton Capital Management first reported a position in CAA in Q3 2013 and held it in 12 quarters. The position peaked at $1.28M in Q1 2015. 3 funds tracked by Wall St. Rank hold CAA as of Q1 2018.

  • Shelton Capital Management reported no remaining CalAtlantic Group, Inc. position as of Q1 2018 after selling out during the quarter.
  • Shelton Capital Management sold 5,208 CalAtlantic Group, Inc. shares in Q1 2018, an estimated $294K.
  • Shelton Capital Management first reported a position in CalAtlantic Group, Inc. in Q3 2013 and held it in 12 quarters.
  • Shelton Capital Management's CalAtlantic Group, Inc. position peaked at $1.28M in Q1 2015.
  • 3 funds tracked by Wall St. Rank held CalAtlantic Group, Inc. as of Q1 2018.

Based on Shelton Capital Management's 13F filing for Q1 2018, filed 15 May 2018.