Steward Partners Investment Advisory’s CalAtlantic Group, Inc. CAA Stock Holding History

Steward Partners Investment Advisory’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	-261	Closed	-$14K	–	2419
2017 Q4	$14K	Buy	261 +87	+50%	+$4.25K	﹤0.01%	1258
2017 Q3	$6K	Buy	174 +73	+72%	+$2.6K	﹤0.01%	1272
2017 Q2	$3K	Buy	101 +27	+36%	+$981	﹤0.01%	1381
2017 Q1	$2K	Buy	+74	New	+$2.62K	﹤0.01%	1355

Other funds holding CAA

FNBOO

First National Bank of Omaha Omaha, Nebraska $3.24B AUM 18.68% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Steward Partners Investment Advisory's CAA Position: Q1 2018 in Review

Steward Partners Investment Advisory sold out of CalAtlantic Group, Inc. (CAA) in Q1 2018, closing a stake of 261 shares — an estimated $14K sold.

Steward Partners Investment Advisory first reported a position in CAA in Q1 2017 and held it in 4 quarters. The position peaked at $14K in Q4 2017. 3 funds tracked by Wall St. Rank hold CAA as of Q1 2018.

Steward Partners Investment Advisory reported no remaining CalAtlantic Group, Inc. position as of Q1 2018 after selling out during the quarter.
Steward Partners Investment Advisory sold 261 CalAtlantic Group, Inc. shares in Q1 2018, an estimated $14K.
Steward Partners Investment Advisory first reported a position in CalAtlantic Group, Inc. in Q1 2017 and held it in 4 quarters.
Steward Partners Investment Advisory's CalAtlantic Group, Inc. position peaked at $14K in Q4 2017.
3 funds tracked by Wall St. Rank held CalAtlantic Group, Inc. as of Q1 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2018, filed 20 Apr 2018.