WealthTrust-Arizona’s CalAtlantic Group, Inc. CAA Stock Holding History

WealthTrust-Arizona’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	-389	Closed	-$22K	–	705
2017 Q4	$22K	Sell	389 -50	-11%	-$2.44K	0.01%	274
2017 Q3	$16K	Buy	439 +1	+0.2%	+$36	0.01%	313
2017 Q2	$15K	Hold	438	–	–	0.01%	316
2017 Q1	$16K	Hold	438	–	–	0.01%	305
2016 Q4	$15K	Hold	438	–	–	0.01%	316
2016 Q3	$15K	Sell	438 -69	-14%	-$2.53K	0.01%	307
2016 Q2	$19K	Hold	507	–	–	0.01%	244
2016 Q1	$17K	Hold	507	–	–	0.01%	268
2015 Q4	$19K	Buy	+507	New	+$20.3K	0.01%	273
2015 Q3	–	Sell	-100	Closed	-$4K	–	659
2015 Q2	$4K	Buy	100 +60	+150%	+$2.55K	﹤0.01%	529
2015 Q1	$2K	Hold	40	–	–	﹤0.01%	604
2014 Q4	$1K	Buy	+40	New	+$1.48K	﹤0.01%	604

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

WealthTrust-Arizona's CAA Position: Q1 2018 in Review

WealthTrust-Arizona sold out of CalAtlantic Group, Inc. (CAA) in Q1 2018, closing a stake of 389 shares — an estimated $22K sold.

WealthTrust-Arizona first reported a position in CAA in Q4 2014 and held it in 12 quarters. The position peaked at $22K in Q4 2017. 3 funds tracked by Wall St. Rank hold CAA as of Q1 2018.

WealthTrust-Arizona reported no remaining CalAtlantic Group, Inc. position as of Q1 2018 after selling out during the quarter.
WealthTrust-Arizona sold 389 CalAtlantic Group, Inc. shares in Q1 2018, an estimated $22K.
WealthTrust-Arizona first reported a position in CalAtlantic Group, Inc. in Q4 2014 and held it in 12 quarters.
WealthTrust-Arizona's CalAtlantic Group, Inc. position peaked at $22K in Q4 2017.
3 funds tracked by Wall St. Rank held CalAtlantic Group, Inc. as of Q1 2018.

Based on WealthTrust-Arizona's 13F filing for Q1 2018, filed 18 Apr 2018.