SQA
CA

Simon Quick Advisors’s CA, Inc. CA Stock Holding History

Simon Quick 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
-1,299
Closed -$57K – 390
2018
Q3 		$57K Hold
1,299
– – 0.02% 169
2018
Q2 		$46K Hold
1,299
– – 0.02% 188
2018
Q1 		$44K Hold
1,299
– – 0.02% 182
2017
Q4 		$47K Hold
1,299
– – 0.02% 234
2017
Q3 		$43K Buy
+1,299
New +$43K 0.02% 292

Other funds holding CA

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Simon Quick Advisors's CA Position: Q4 2018 in Review

Simon Quick Advisors sold out of CA, Inc. (CA) in Q4 2018, closing a stake of 1,299 shares — an estimated $57K sold.

Simon Quick Advisors first reported a position in CA in Q3 2017 and held it in 5 quarters. The position peaked at $57K in Q3 2018. 3 funds tracked by Wall St. Rank hold CA as of Q4 2018.

  • Simon Quick Advisors reported no remaining CA, Inc. position as of Q4 2018 after selling out during the quarter.
  • Simon Quick Advisors sold 1,299 CA, Inc. shares in Q4 2018, an estimated $57K.
  • Simon Quick Advisors first reported a position in CA, Inc. in Q3 2017 and held it in 5 quarters.
  • Simon Quick Advisors's CA, Inc. position peaked at $57K in Q3 2018.
  • 3 funds tracked by Wall St. Rank held CA, Inc. as of Q4 2018.

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