AWM
CALY

AE Wealth Management’s Callaway Golf Company CALY Stock Holding History

AE Wealth Management’s Portfolio CALY Stock Details CALY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-10,059
Closed -$213K – 1226
2019
Q4 		$213K Sell
10,059
-3,428
-25% -$70.2K ﹤0.01% 1045
2019
Q3 		$262K Buy
+13,487
New +$245K 0.01% 832

Other funds holding CALY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AE Wealth Management's CALY Position: Q1 2020 in Review

AE Wealth Management sold out of Callaway Golf Company (CALY) in Q1 2020, closing a stake of 10,059 shares — an estimated $213K sold.

AE Wealth Management first reported a position in CALY in Q3 2019 and held it in 2 quarters. The position peaked at $262K in Q3 2019. 233 funds tracked by Wall St. Rank hold CALY as of Q1 2020.

  • AE Wealth Management reported no remaining Callaway Golf Company position as of Q1 2020 after selling out during the quarter.
  • AE Wealth Management sold 10,059 Callaway Golf Company shares in Q1 2020, an estimated $213K.
  • AE Wealth Management first reported a position in Callaway Golf Company in Q3 2019 and held it in 2 quarters.
  • AE Wealth Management's Callaway Golf Company position peaked at $262K in Q3 2019.
  • 233 funds tracked by Wall St. Rank held Callaway Golf Company as of Q1 2020.

Based on AE Wealth Management's 13F filing for Q1 2020, filed 7 May 2020.