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

Valeo 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	-151	Closed	-$7K	–	1885
2018 Q3	$7K	Buy	151 +31	+26%	+$1.34K	﹤0.01%	1110
2018 Q2	$5K	Hold	120	–	–	﹤0.01%	1172
2018 Q1	$4K	Hold	120	–	–	﹤0.01%	1230
2017 Q4	$4K	Buy	+120	New	+$3.98K	﹤0.01%	1097

Other funds holding CA

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

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

Valeo Financial Advisors sold out of CA, Inc. (CA) in Q4 2018, closing a stake of 151 shares — an estimated $7K sold.

Valeo Financial Advisors first reported a position in CA in Q4 2017 and held it in 4 quarters. The position peaked at $7K in Q3 2018. 3 funds tracked by Wall St. Rank hold CA as of Q4 2018.

Valeo Financial Advisors reported no remaining CA, Inc. position as of Q4 2018 after selling out during the quarter.
Valeo Financial Advisors sold 151 CA, Inc. shares in Q4 2018, an estimated $7K.
Valeo Financial Advisors first reported a position in CA, Inc. in Q4 2017 and held it in 4 quarters.
Valeo Financial Advisors's CA, Inc. position peaked at $7K in Q3 2018.
3 funds tracked by Wall St. Rank held CA, Inc. as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.