SWS Partners’s CA, Inc. CA Stock Holding History

SWS Partners’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 Q2	–	Sell	-827	Closed	-$27K	–	371
2018 Q1	$27K	Sell	827 -595	-42%	-$20.7K	0.02%	195
2017 Q4	$47K	Buy	+1,422	New	+$47.2K	0.04%	145

Other funds holding CA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SWS Partners's CA Position: Q2 2018 in Review

SWS Partners sold out of CA, Inc. (CA) in Q2 2018, closing a stake of 827 shares — an estimated $27K sold.

SWS Partners first reported a position in CA in Q4 2017 and held it in 2 quarters. The position peaked at $47K in Q4 2017. 532 funds tracked by Wall St. Rank hold CA as of Q2 2018.

SWS Partners reported no remaining CA, Inc. position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 827 CA, Inc. shares in Q2 2018, an estimated $27K.
SWS Partners first reported a position in CA, Inc. in Q4 2017 and held it in 2 quarters.
SWS Partners's CA, Inc. position peaked at $47K in Q4 2017.
532 funds tracked by Wall St. Rank held CA, Inc. as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.