TPWA
CA

TRUE Private Wealth Advisors’s CA, Inc. CA Stock Holding History

TRUE Private Wealth 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
-109
Closed -$4.81K – 1069
2018
Q3 		$4.81K Buy
+109
New +$4.7K ﹤0.01% 891

Other funds holding CA

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

TRUE Private Wealth Advisors's CA Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of CA, Inc. (CA) in Q4 2018, closing a stake of 109 shares — an estimated $4.81K sold.

TRUE Private Wealth Advisors first reported a position in CA in Q3 2018 and held it in 1 quarter. The position peaked at $4.81K in Q3 2018. 3 funds tracked by Wall St. Rank hold CA as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining CA, Inc. position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 109 CA, Inc. shares in Q4 2018, an estimated $4.81K.
  • TRUE Private Wealth Advisors first reported a position in CA, Inc. in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's CA, Inc. position peaked at $4.81K in Q3 2018.
  • 3 funds tracked by Wall St. Rank held CA, Inc. as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.