SWP
CAA

Stratos Wealth Partners’s CalAtlantic Group, Inc. CAA Stock Holding History

Stratos Wealth Partners’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
-120
Closed -$7K – 3326
2017
Q4 		$7K Buy
+120
New +$5.86K ﹤0.01% 2306

Other funds holding CAA

FNBOO
First National Bank of Omaha Omaha, Nebraska $3.55B AUM 27.24% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Stratos Wealth Partners's CAA Position: Q1 2018 in Review

Stratos Wealth Partners sold out of CalAtlantic Group, Inc. (CAA) in Q1 2018, closing a stake of 120 shares — an estimated $7K sold.

Stratos Wealth Partners first reported a position in CAA in Q4 2017 and held it in 1 quarter. The position peaked at $7K in Q4 2017. 3 funds tracked by Wall St. Rank hold CAA as of Q1 2018.

  • Stratos Wealth Partners reported no remaining CalAtlantic Group, Inc. position as of Q1 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 120 CalAtlantic Group, Inc. shares in Q1 2018, an estimated $7K.
  • Stratos Wealth Partners first reported a position in CalAtlantic Group, Inc. in Q4 2017 and held it in 1 quarter.
  • Stratos Wealth Partners's CalAtlantic Group, Inc. position peaked at $7K in Q4 2017.
  • 3 funds tracked by Wall St. Rank held CalAtlantic Group, Inc. as of Q1 2018.

Based on Stratos Wealth Partners's 13F filing for Q1 2018, filed 10 May 2018.