Winthrop Partners - WNY’s CA, Inc. CA Stock Holding History

Winthrop Partners - WNY’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	-401	Closed	-$17.7K	–	271
2018 Q3	$17.7K	Hold	401	–	–	0.01%	216
2018 Q2	$14.3K	Hold	401	–	–	0.01%	238
2018 Q1	$13.3K	Buy	+401	New	+$13.9K	0.01%	301

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

Winthrop Partners - WNY's CA Position: Q4 2018 in Review

Winthrop Partners - WNY sold out of CA, Inc. (CA) in Q4 2018, closing a stake of 401 shares — an estimated $17.7K sold.

Winthrop Partners - WNY first reported a position in CA in Q1 2018 and held it in 3 quarters. The position peaked at $17.7K in Q3 2018. 3 funds tracked by Wall St. Rank hold CA as of Q4 2018.

Winthrop Partners - WNY reported no remaining CA, Inc. position as of Q4 2018 after selling out during the quarter.
Winthrop Partners - WNY sold 401 CA, Inc. shares in Q4 2018, an estimated $17.7K.
Winthrop Partners - WNY first reported a position in CA, Inc. in Q1 2018 and held it in 3 quarters.
Winthrop Partners - WNY's CA, Inc. position peaked at $17.7K in Q3 2018.
3 funds tracked by Wall St. Rank held CA, Inc. as of Q4 2018.

Based on Winthrop Partners - WNY's 13F filing for Q4 2018, filed 22 Jan 2019.