Advisor Group’s Calix CALX Stock Holding History

Advisor Group’s Portfolio CALX Stock Details CALX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-24	Closed	–	–	5215
2018 Q4	$0	Sell	24 -68	-74%	-$592	﹤0.01%	5108
2018 Q3	$1K	Buy	92 +68	+283%	+$519	﹤0.01%	4940
2018 Q2	$0	Hold	24	–	–	﹤0.01%	4930
2018 Q1	$0	Buy	+24	New	+$155	﹤0.01%	4953
2017 Q4	–	Sell	-1,000	Closed	-$5K	–	4960
2017 Q3	$5K	Hold	1,000	–	–	﹤0.01%	4256
2017 Q2	$7K	Buy	+1,000	New	+$6.78K	﹤0.01%	4081

Other funds holding CALX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCM

Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return

LAM

Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return

VCM

Voce Capital Management San Francisco, California $57.8M AUM 9.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Group's CALX Position: Q1 2019 in Review

Advisor Group sold out of Calix (CALX) in Q1 2019, closing a stake of 24 shares.

Advisor Group first reported a position in CALX in Q2 2017 and held it in 6 quarters. The position peaked at $7K in Q2 2017. 118 funds tracked by Wall St. Rank hold CALX as of Q1 2019.

Advisor Group reported no remaining Calix position as of Q1 2019 after selling out during the quarter.
Advisor Group sold 24 Calix shares in Q1 2019.
Advisor Group first reported a position in Calix in Q2 2017 and held it in 6 quarters.
Advisor Group's Calix position peaked at $7K in Q2 2017.
118 funds tracked by Wall St. Rank held Calix as of Q1 2019.

Based on Advisor Group's 13F filing for Q1 2019, filed 9 May 2019.