TFA
CA

Transamerica Financial Advisors’s CA, Inc. CA Stock Holding History

Transamerica Financial Advisors’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
-31
Closed -$2K – 542
2018
Q3 		$2K Sell
31
-7
-18% -$302 ﹤0.01% 386
2018
Q2 		$2K Sell
38
-79
-68% -$2.78K ﹤0.01% 337
2018
Q1 		$4K Sell
117
-81
-41% -$2.82K ﹤0.01% 299
2017
Q4 		$7K Sell
198
-98,411
-100% -$3.27M ﹤0.01% 278
2017
Q3 		$3.29M Sell
98,609
-2,632
-3% -$87K 0.41% 77
2017
Q2 		$3.49M Buy
101,241
+5,427
+6% +$176K 0.47% 70
2017
Q1 		$3.04M Buy
95,814
+7
+0% +$225 0.36% 83
2016
Q4 		$3.04M Buy
95,807
+1,501
+2% +$47.9K 0.36% 82
2016
Q3 		$3.12M Buy
94,306
+8,608
+10% +$290K 0.34% 85
2016
Q2 		$2.81M Buy
+85,698
New +$2.68M 0.28% 91
2015
Q3 		– Sell
-145
Closed -$5K – 950
2015
Q2 		$5K Buy
+145
New +$4.5K ﹤0.01% 712
2015
Q1 		– Sell
-27
Closed -$1K – 950
2014
Q4 		$1K Buy
+27
New +$789 ﹤0.01% 730

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

Transamerica Financial Advisors's CA Position: Q4 2018 in Review

Transamerica Financial Advisors sold out of CA, Inc. (CA) in Q4 2018, closing a stake of 31 shares — an estimated $2K sold.

Transamerica Financial Advisors first reported a position in CA in Q4 2014 and held it in 12 quarters. The position peaked at $3.49M in Q2 2017. 3 funds tracked by Wall St. Rank hold CA as of Q4 2018.

  • Transamerica Financial Advisors reported no remaining CA, Inc. position as of Q4 2018 after selling out during the quarter.
  • Transamerica Financial Advisors sold 31 CA, Inc. shares in Q4 2018, an estimated $2K.
  • Transamerica Financial Advisors first reported a position in CA, Inc. in Q4 2014 and held it in 12 quarters.
  • Transamerica Financial Advisors's CA, Inc. position peaked at $3.49M in Q2 2017.
  • 3 funds tracked by Wall St. Rank held CA, Inc. as of Q4 2018.

Based on Transamerica Financial Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.