SPIA
CA

Steward Partners Investment Advisory’s CA, Inc. CA Stock Holding History

Steward Partners Investment Advisory’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
-2,985
Closed -$132K – 2594
2018
Q3 		$132K Buy
2,985
+206
+7% +$8.88K 0.01% 840
2018
Q2 		$99K Buy
2,779
+979
+54% +$34.5K 0.01% 858
2018
Q1 		$61K Buy
1,800
+266
+17% +$9.25K ﹤0.01% 935
2017
Q4 		$51K Buy
1,534
+219
+17% +$7.27K ﹤0.01% 824
2017
Q3 		$43K Buy
1,315
+180
+16% +$5.95K ﹤0.01% 737
2017
Q2 		$39K Sell
1,135
-136
-11% -$4.4K ﹤0.01% 687
2017
Q1 		$40K Buy
+1,271
New +$40.9K 0.01% 606

Other funds holding CA

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Steward Partners Investment Advisory's CA Position: Q4 2018 in Review

Steward Partners Investment Advisory sold out of CA, Inc. (CA) in Q4 2018, closing a stake of 2,985 shares — an estimated $132K sold.

Steward Partners Investment Advisory first reported a position in CA in Q1 2017 and held it in 7 quarters. The position peaked at $132K in Q3 2018. 3 funds tracked by Wall St. Rank hold CA as of Q4 2018.

  • Steward Partners Investment Advisory reported no remaining CA, Inc. position as of Q4 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 2,985 CA, Inc. shares in Q4 2018, an estimated $132K.
  • Steward Partners Investment Advisory first reported a position in CA, Inc. in Q1 2017 and held it in 7 quarters.
  • Steward Partners Investment Advisory's CA, Inc. position peaked at $132K in Q3 2018.
  • 3 funds tracked by Wall St. Rank held CA, Inc. as of Q4 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2018, filed 15 Jan 2019.