Zurich Cantonal Bank
CAA

Zurich Cantonal Bank’s CalAtlantic Group, Inc. CAA Stock Holding History

Zurich Cantonal Bank’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
-4,071
Closed -$230K – 2571
2017
Q4 		$230K Buy
4,071
+1,418
+53% +$69.3K ﹤0.01% 1104
2017
Q3 		$97K Hold
2,653
– – ﹤0.01% 1424
2017
Q2 		$94K Buy
2,653
+265
+11% +$9.63K ﹤0.01% 1408
2017
Q1 		$89K Hold
2,388
– – ﹤0.01% 1441
2016
Q4 		$81K Hold
2,388
– – ﹤0.01% 1440
2016
Q3 		$80K Buy
2,388
+299
+14% +$11K ﹤0.01% 1402
2016
Q2 		$77K Hold
2,089
– – ﹤0.01% 1296
2016
Q1 		$70K Sell
2,089
-343
-14% -$10.7K ﹤0.01% 1300
2015
Q4 		$92K Buy
2,432
+1,853
+320% +$74.1K ﹤0.01% 1168
2015
Q3 		$23K Buy
579
+441
+320% +$19.3K ﹤0.01% 1459
2015
Q2 		$6K Hold
138
– – ﹤0.01% 1861
2015
Q1 		$6K Buy
+138
New +$5.5K ﹤0.01% 1819

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

Zurich Cantonal Bank's CAA Position: Q1 2018 in Review

Zurich Cantonal Bank sold out of CalAtlantic Group, Inc. (CAA) in Q1 2018, closing a stake of 4,071 shares — an estimated $230K sold.

Zurich Cantonal Bank first reported a position in CAA in Q1 2015 and held it in 12 quarters. The position peaked at $230K in Q4 2017. 3 funds tracked by Wall St. Rank hold CAA as of Q1 2018.

  • Zurich Cantonal Bank reported no remaining CalAtlantic Group, Inc. position as of Q1 2018 after selling out during the quarter.
  • Zurich Cantonal Bank sold 4,071 CalAtlantic Group, Inc. shares in Q1 2018, an estimated $230K.
  • Zurich Cantonal Bank first reported a position in CalAtlantic Group, Inc. in Q1 2015 and held it in 12 quarters.
  • Zurich Cantonal Bank's CalAtlantic Group, Inc. position peaked at $230K in Q4 2017.
  • 3 funds tracked by Wall St. Rank held CalAtlantic Group, Inc. as of Q1 2018.

Based on Zurich Cantonal Bank's 13F filing for Q1 2018, filed 3 May 2018.