TFS
CA

TrustCore Financial Services’s CA, Inc. CA Stock Holding History

TrustCore Financial Services’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
-1,115
Closed -$49K – 874
2018
Q3 		$49K Sell
1,115
-16
-1% -$690 0.02% 318
2018
Q2 		$40K Buy
1,131
+16
+1% +$564 0.01% 331
2018
Q1 		$38K Buy
+1,115
New +$38.8K 0.01% 318

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

TrustCore Financial Services's CA Position: Q4 2018 in Review

TrustCore Financial Services sold out of CA, Inc. (CA) in Q4 2018, closing a stake of 1,115 shares — an estimated $49K sold.

TrustCore Financial Services first reported a position in CA in Q1 2018 and held it in 3 quarters. The position peaked at $49K in Q3 2018. 3 funds tracked by Wall St. Rank hold CA as of Q4 2018.

  • TrustCore Financial Services reported no remaining CA, Inc. position as of Q4 2018 after selling out during the quarter.
  • TrustCore Financial Services sold 1,115 CA, Inc. shares in Q4 2018, an estimated $49K.
  • TrustCore Financial Services first reported a position in CA, Inc. in Q1 2018 and held it in 3 quarters.
  • TrustCore Financial Services's CA, Inc. position peaked at $49K in Q3 2018.
  • 3 funds tracked by Wall St. Rank held CA, Inc. as of Q4 2018.

Based on TrustCore Financial Services's 13F filing for Q4 2018, filed 5 Feb 2019.