YWP
CAA

YorkBridge Wealth Partners’s CalAtlantic Group, Inc. CAA Stock Holding History

YorkBridge Wealth Partners’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
2017
Q2 		– Sell
-48
Closed -$2K – 935
2017
Q1 		$2K Buy
48
+10
+26% +$354 ﹤0.01% 804
2016
Q4 		$1K Buy
+38
New +$1.26K ﹤0.01% 872

Other funds holding CAA

MGA
MatlinPatterson Global Advisers New York $163M AUM 32.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

YorkBridge Wealth Partners's CAA Position: Q2 2017 in Review

YorkBridge Wealth Partners sold out of CalAtlantic Group, Inc. (CAA) in Q2 2017, closing a stake of 48 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in CAA in Q4 2016 and held it in 2 quarters. The position peaked at $2K in Q1 2017. 273 funds tracked by Wall St. Rank hold CAA as of Q2 2017.

  • YorkBridge Wealth Partners reported no remaining CalAtlantic Group, Inc. position as of Q2 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 48 CalAtlantic Group, Inc. shares in Q2 2017, an estimated $2K.
  • YorkBridge Wealth Partners first reported a position in CalAtlantic Group, Inc. in Q4 2016 and held it in 2 quarters.
  • YorkBridge Wealth Partners's CalAtlantic Group, Inc. position peaked at $2K in Q1 2017.
  • 273 funds tracked by Wall St. Rank held CalAtlantic Group, Inc. as of Q2 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2017, filed 14 Aug 2017.