West Oak Capital’s CA, Inc. CA Stock Holding History

West Oak Capital’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	-118	Closed	-$5.21K	–	369
2018 Q3	$5.21K	Buy	+118	New	+$5.08K	﹤0.01%	295
2017 Q3	–	Sell	-2,103	Closed	-$72.5K	–	366
2017 Q2	$72.5K	Hold	2,103	–	–	0.04%	161
2017 Q1	$66.7K	Hold	2,103	–	–	0.04%	166
2016 Q4	$66.8K	Buy	2,103 +500	+31%	+$16K	0.04%	165
2016 Q3	$53K	Buy	1,603 +190	+13%	+$6.4K	0.04%	174
2016 Q2	$46.4K	Buy	+1,413	New	+$44.2K	0.03%	169

Other funds holding CA

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

West Oak Capital's CA Position: Q4 2018 in Review

West Oak Capital sold out of CA, Inc. (CA) in Q4 2018, closing a stake of 118 shares — an estimated $5.21K sold.

West Oak Capital first reported a position in CA in Q2 2016 and held it in 6 quarters. The position peaked at $72.5K in Q2 2017. 3 funds tracked by Wall St. Rank hold CA as of Q4 2018.

West Oak Capital reported no remaining CA, Inc. position as of Q4 2018 after selling out during the quarter.
West Oak Capital sold 118 CA, Inc. shares in Q4 2018, an estimated $5.21K.
West Oak Capital first reported a position in CA, Inc. in Q2 2016 and held it in 6 quarters.
West Oak Capital's CA, Inc. position peaked at $72.5K in Q2 2017.
3 funds tracked by Wall St. Rank held CA, Inc. as of Q4 2018.

Based on West Oak Capital's 13F filing for Q4 2018, filed 8 Jan 2019.