Vantage Financial Partners (Illinois)’s CalAtlantic Group, Inc. CAA Stock Holding History

Vantage Financial Partners (Illinois)’s Portfolio CAA Stock Details CAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-8,000	Closed	-$452K	–	90
2017 Q4	$452K	Buy	8,000 +1,100	+16%	+$53.7K	0.3%	45
2017 Q3	$253K	Buy	+6,900	New	+$245K	0.18%	56

Other funds holding CAA

FNBOO

First National Bank of Omaha Omaha, Nebraska $3.55B AUM 27.24% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Vantage Financial Partners (Illinois)'s CAA Position: Q1 2018 in Review

Vantage Financial Partners (Illinois) sold out of CalAtlantic Group, Inc. (CAA) in Q1 2018, closing a stake of 8,000 shares — an estimated $452K sold.

Vantage Financial Partners (Illinois) first reported a position in CAA in Q3 2017 and held it in 2 quarters. The position peaked at $452K in Q4 2017. 3 funds tracked by Wall St. Rank hold CAA as of Q1 2018.

Vantage Financial Partners (Illinois) reported no remaining CalAtlantic Group, Inc. position as of Q1 2018 after selling out during the quarter.
Vantage Financial Partners (Illinois) sold 8,000 CalAtlantic Group, Inc. shares in Q1 2018, an estimated $452K.
Vantage Financial Partners (Illinois) first reported a position in CalAtlantic Group, Inc. in Q3 2017 and held it in 2 quarters.
Vantage Financial Partners (Illinois)'s CalAtlantic Group, Inc. position peaked at $452K in Q4 2017.
3 funds tracked by Wall St. Rank held CalAtlantic Group, Inc. as of Q1 2018.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q1 2018, filed 7 May 2018.