United Capital Financial Advisors’s CAE Inc CAE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-458,979
| Closed | -$12.1M | – | 1210 |
|
2019
Q4 | $12.1M | Sell |
458,979
-1,486
| -0.3% | -$39.3K | 0.08% | 279 |
|
2019
Q3 | $11.7M | Sell |
460,465
-3,177
| -0.7% | -$80.7K | 0.08% | 266 |
|
2019
Q2 | $12.3M | Sell |
463,642
-1,626
| -0.3% | -$43.2K | 0.08% | 258 |
|
2019
Q1 | $10.3M | Buy |
465,268
+8,786
| +2% | +$195K | 0.07% | 288 |
|
2018
Q4 | $8.38M | Sell |
456,482
-13,486
| -3% | -$247K | 0.07% | 282 |
|
2018
Q3 | $9.55M | Buy |
469,968
+11,008
| +2% | +$224K | 0.07% | 308 |
|
2018
Q2 | $9.53M | Buy |
458,960
+23,596
| +5% | +$490K | 0.07% | 309 |
|
2018
Q1 | $8.09M | Buy |
435,364
+29,098
| +7% | +$541K | 0.06% | 333 |
|
2017
Q4 | $7.54M | Buy |
406,266
+51,593
| +15% | +$958K | 0.06% | 340 |
|
2017
Q3 | $6.22M | Buy |
354,673
+74,451
| +27% | +$1.31M | 0.05% | 355 |
|
2017
Q2 | $6.27M | Buy |
280,222
+117,530
| +72% | +$2.63M | 0.06% | 342 |
|
2017
Q1 | $2.49M | Buy |
162,692
+18,581
| +13% | +$284K | 0.02% | 511 |
|
2016
Q4 | $2.01M | Buy |
+144,111
| New | +$2.01M | 0.02% | 567 |
|