SI
CAA

Stephens Inc’s CalAtlantic Group, Inc. CAA Stock Holding History

Stephens Inc’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
-15,956
Closed -$900K – 732
2017
Q4 		$900K Sell
15,956
-15,132
-49% -$739K 0.03% 389
2017
Q3 		$1.14M Buy
31,088
+78
+0.3% +$2.77K 0.04% 356
2017
Q2 		$1.1M Buy
+31,010
New +$1.13M 0.04% 409

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