WAP
CA

Wealthcare Advisory Partners’s CA, Inc. CA Stock Holding History

Wealthcare Advisory Partners’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
-75
Closed -$3K – 1336
2018
Q3 		$3K Hold
75
– – ﹤0.01% 1102
2018
Q2 		$3K Hold
75
– – ﹤0.01% 1103
2018
Q1 		$3K Hold
75
– – ﹤0.01% 942
2017
Q4 		$2K Buy
+75
New +$2.49K ﹤0.01% 956

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

Wealthcare Advisory Partners's CA Position: Q4 2018 in Review

Wealthcare Advisory Partners sold out of CA, Inc. (CA) in Q4 2018, closing a stake of 75 shares — an estimated $3K sold.

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

  • Wealthcare Advisory Partners reported no remaining CA, Inc. position as of Q4 2018 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 75 CA, Inc. shares in Q4 2018, an estimated $3K.
  • Wealthcare Advisory Partners first reported a position in CA, Inc. in Q4 2017 and held it in 4 quarters.
  • Wealthcare Advisory Partners's CA, Inc. position peaked at $3K in Q3 2018.
  • 3 funds tracked by Wall St. Rank held CA, Inc. as of Q4 2018.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2018, filed 14 Feb 2019.