WEC
CAA

Winslow Evans & Crocker’s CalAtlantic Group, Inc. CAA Stock Holding History

Winslow Evans & Crocker’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
-12,626
Closed -$712K – 1174
2017
Q4 		$712K Sell
12,626
-314
-2% -$15.3K 0.23% 99
2017
Q3 		$474K Sell
12,940
-2,304
-15% -$81.9K 0.16% 142
2017
Q2 		$542K Buy
15,244
+2,006
+15% +$72.9K 0.15% 160
2017
Q1 		$496K Sell
13,238
-712
-5% -$25.2K 0.16% 144
2016
Q4 		$474K Sell
13,950
-3,374
-19% -$112K 0.15% 151
2016
Q3 		$579K Sell
17,324
-1,016
-6% -$37.2K 0.17% 133
2016
Q2 		$673K Sell
18,340
-782
-4% -$27.5K 0.2% 108
2016
Q1 		$639K Sell
19,122
-1,288
-6% -$40.3K 0.19% 108
2015
Q4 		$774K Buy
+20,410
New +$816K 0.22% 104
2014
Q1 		– Sell
-364
Closed -$16K – 1441
2013
Q4 		$16K Buy
+364
New +$14.5K 0.01% 776

Other funds holding CAA

FNBOO
First National Bank of Omaha Omaha, Nebraska $3.55B AUM 27.24% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Winslow Evans & Crocker's CAA Position: Q1 2018 in Review

Winslow Evans & Crocker sold out of CalAtlantic Group, Inc. (CAA) in Q1 2018, closing a stake of 12,626 shares — an estimated $712K sold.

Winslow Evans & Crocker first reported a position in CAA in Q4 2013 and held it in 10 quarters. The position peaked at $774K in Q4 2015. 3 funds tracked by Wall St. Rank hold CAA as of Q1 2018.

  • Winslow Evans & Crocker reported no remaining CalAtlantic Group, Inc. position as of Q1 2018 after selling out during the quarter.
  • Winslow Evans & Crocker sold 12,626 CalAtlantic Group, Inc. shares in Q1 2018, an estimated $712K.
  • Winslow Evans & Crocker first reported a position in CalAtlantic Group, Inc. in Q4 2013 and held it in 10 quarters.
  • Winslow Evans & Crocker's CalAtlantic Group, Inc. position peaked at $774K in Q4 2015.
  • 3 funds tracked by Wall St. Rank held CalAtlantic Group, Inc. as of Q1 2018.

Based on Winslow Evans & Crocker's 13F filing for Q1 2018, filed 26 Apr 2018.