TCI Wealth Advisors’s CalAtlantic Group, Inc. CAA Stock Holding History

TCI Wealth Advisors’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	-20	Closed	-$1K	–	1490
2017 Q4	$1K	Hold	20	–	–	﹤0.01%	1354
2017 Q3	$1K	Hold	20	–	–	﹤0.01%	1296
2017 Q2	$1K	Hold	20	–	–	﹤0.01%	1307
2017 Q1	$1K	Buy	20 +7	+54%	+$248	﹤0.01%	1254
2016 Q4	$0	Buy	+13	New	+$430	﹤0.01%	1509

Other funds holding CAA

FNBOO

First National Bank of Omaha Omaha, Nebraska $3.55B AUM 27.24% 1-Year Est. Return

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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

TCI Wealth Advisors's CAA Position: Q1 2018 in Review

TCI Wealth Advisors sold out of CalAtlantic Group, Inc. (CAA) in Q1 2018, closing a stake of 20 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in CAA in Q4 2016 and held it in 5 quarters. The position peaked at $1K in Q4 2017. 3 funds tracked by Wall St. Rank hold CAA as of Q1 2018.

TCI Wealth Advisors reported no remaining CalAtlantic Group, Inc. position as of Q1 2018 after selling out during the quarter.
TCI Wealth Advisors sold 20 CalAtlantic Group, Inc. shares in Q1 2018, an estimated $1K.
TCI Wealth Advisors first reported a position in CalAtlantic Group, Inc. in Q4 2016 and held it in 5 quarters.
TCI Wealth Advisors's CalAtlantic Group, Inc. position peaked at $1K in Q4 2017.
3 funds tracked by Wall St. Rank held CalAtlantic Group, Inc. as of Q1 2018.

Based on TCI Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.