Waverly Advisors’s CA, Inc. CA Stock Holding History

Waverly 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 Q1	–	Sell	-271	Closed	-$9K	–	399
2017 Q4	$9K	Buy	+271	New	+$8.99K	﹤0.01%	336
2014 Q4	–	Sell	-231	Closed	-$6K	–	777
2014 Q3	$6K	Hold	231	–	–	﹤0.01%	609
2014 Q2	$7K	Hold	231	–	–	﹤0.01%	539
2014 Q1	$7K	Hold	231	–	–	﹤0.01%	503
2013 Q4	$8K	Buy	+231	New	+$7.33K	﹤0.01%	606

Other funds holding CA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Waverly Advisors's CA Position: Q1 2018 in Review

Waverly Advisors sold out of CA, Inc. (CA) in Q1 2018, closing a stake of 271 shares — an estimated $9K sold.

Waverly Advisors first reported a position in CA in Q4 2013 and held it in 5 quarters. The position peaked at $9K in Q4 2017. 546 funds tracked by Wall St. Rank hold CA as of Q1 2018.

Waverly Advisors reported no remaining CA, Inc. position as of Q1 2018 after selling out during the quarter.
Waverly Advisors sold 271 CA, Inc. shares in Q1 2018, an estimated $9K.
Waverly Advisors first reported a position in CA, Inc. in Q4 2013 and held it in 5 quarters.
Waverly Advisors's CA, Inc. position peaked at $9K in Q4 2017.
546 funds tracked by Wall St. Rank held CA, Inc. as of Q1 2018.

Based on Waverly Advisors's 13F filing for Q1 2018, filed 4 May 2018.