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WealthTrust-Arizona’s Casey's General Stores CASY Stock Holding History

WealthTrust-Arizona’s Portfolio CASY Stock Details CASY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-14
Closed -$1K – 693
2013
Q4 		$1K Sell
14
-17
-55% -$1.25K ﹤0.01% 599
2013
Q3 		$2K Hold
31
– – ﹤0.01% 530
2013
Q2 		$2K Buy
+31
New +$1.83K ﹤0.01% 508

Other funds holding CASY

CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

WealthTrust-Arizona's CASY Position: Q1 2014 in Review

WealthTrust-Arizona sold out of Casey's General Stores (CASY) in Q1 2014, closing a stake of 14 shares — an estimated $1K sold.

WealthTrust-Arizona first reported a position in CASY in Q2 2013 and held it in 3 quarters. The position peaked at $2K in Q3 2013. 211 funds tracked by Wall St. Rank hold CASY as of Q1 2014.

  • WealthTrust-Arizona reported no remaining Casey's General Stores position as of Q1 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 14 Casey's General Stores shares in Q1 2014, an estimated $1K.
  • WealthTrust-Arizona first reported a position in Casey's General Stores in Q2 2013 and held it in 3 quarters.
  • WealthTrust-Arizona's Casey's General Stores position peaked at $2K in Q3 2013.
  • 211 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2014.

Based on WealthTrust-Arizona's 13F filing for Q1 2014, filed 23 Apr 2014.