WAM
CA

Wealthspire Advisors (Maryland)’s CA, Inc. CA Stock Holding History

Wealthspire Advisors (Maryland)’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
-3,332
Closed -$147K – 2690
2018
Q3 		$147K Sell
3,332
-4,837
-59% -$208K 0.01% 545
2018
Q2 		$291K Sell
8,169
-1,088
-12% -$38.3K 0.03% 370
2018
Q1 		$314K Sell
9,257
-4,558
-33% -$158K 0.03% 353
2017
Q4 		$460K Sell
13,815
-749
-5% -$24.9K 0.04% 271
2017
Q3 		$486K Sell
14,564
-1,504
-9% -$49.7K 0.05% 244
2017
Q2 		$554K Buy
16,068
+1,828
+13% +$59.1K 0.07% 210
2017
Q1 		$452K Buy
14,240
+7,832
+122% +$252K 0.06% 202
2016
Q4 		$204K Sell
6,408
-196
-3% -$6.26K 0.03% 362
2016
Q3 		$218K Sell
6,604
-479
-7% -$16.1K 0.03% 355
2016
Q2 		$233K Buy
7,083
+171
+2% +$5.35K 0.04% 325
2016
Q1 		$213K Sell
6,912
-450
-6% -$12.9K 0.04% 344
2015
Q4 		$210K Buy
+7,362
New +$207K 0.04% 352

Other funds holding CA

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CA Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of CA, Inc. (CA) in Q4 2018, closing a stake of 3,332 shares — an estimated $147K sold.

Wealthspire Advisors (Maryland) first reported a position in CA in Q4 2015 and held it in 12 quarters. The position peaked at $554K in Q2 2017. 3 funds tracked by Wall St. Rank hold CA as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining CA, Inc. position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,332 CA, Inc. shares in Q4 2018, an estimated $147K.
  • Wealthspire Advisors (Maryland) first reported a position in CA, Inc. in Q4 2015 and held it in 12 quarters.
  • Wealthspire Advisors (Maryland)'s CA, Inc. position peaked at $554K in Q2 2017.
  • 3 funds tracked by Wall St. Rank held CA, Inc. as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.