WAM
CAA

Wealthspire Advisors (Maryland)’s CalAtlantic Group, Inc. CAA Stock Holding History

Wealthspire Advisors (Maryland)’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
-176
Closed -$10K – 2744
2017
Q4 		$10K Sell
176
-1,215
-87% -$59.3K ﹤0.01% 1608
2017
Q3 		$51K Sell
1,391
-4
-0.3% -$142 0.01% 982
2017
Q2 		$49K Buy
1,395
+1,337
+2,305% +$48.6K 0.01% 957
2017
Q1 		$2K Buy
58
+40
+222% +$1.41K ﹤0.01% 1749
2016
Q4 		$1K Sell
18
-1,382
-99% -$45.7K ﹤0.01% 1727
2016
Q3 		$47K Sell
1,400
-635
-31% -$23.3K 0.01% 796
2016
Q2 		$75K Buy
2,035
+877
+76% +$30.8K 0.01% 621
2016
Q1 		$39K Buy
1,158
+238
+26% +$7.44K 0.01% 772
2015
Q4 		$35K Buy
+920
New +$36.8K 0.01% 811

Other funds holding CAA

FNBOO
First National Bank of Omaha Omaha, Nebraska $3.24B AUM 18.68% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Wealthspire Advisors (Maryland)'s CAA Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of CalAtlantic Group, Inc. (CAA) in Q1 2018, closing a stake of 176 shares — an estimated $10K sold.

Wealthspire Advisors (Maryland) first reported a position in CAA in Q4 2015 and held it in 9 quarters. The position peaked at $75K in Q2 2016. 3 funds tracked by Wall St. Rank hold CAA as of Q1 2018.

  • Wealthspire Advisors (Maryland) reported no remaining CalAtlantic Group, Inc. position as of Q1 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 176 CalAtlantic Group, Inc. shares in Q1 2018, an estimated $10K.
  • Wealthspire Advisors (Maryland) first reported a position in CalAtlantic Group, Inc. in Q4 2015 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s CalAtlantic Group, Inc. position peaked at $75K in Q2 2016.
  • 3 funds tracked by Wall St. Rank held CalAtlantic Group, Inc. as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.