Analytic Investors’s Calix CALX Stock Holding History

Analytic Investors’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
2013 Q4	–	Sell	-16,678	Closed	-$212K	–	509
2013 Q3	$212K	Buy	+16,678	New	+$204K	﹤0.01%	484

Other funds holding CALX

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RCAMU

Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

PAWC

P.A.W. Capital Greenwich, Connecticut $36.7M AUM 6.81% 1-Year Est. Return

Analytic Investors's CALX Position: Q4 2013 in Review

Analytic Investors sold out of Calix (CALX) in Q4 2013, closing a stake of 16,678 shares — an estimated $212K sold.

Analytic Investors first reported a position in CALX in Q3 2013 and held it in 1 quarter. The position peaked at $212K in Q3 2013. 117 funds tracked by Wall St. Rank hold CALX as of Q4 2013.

Analytic Investors reported no remaining Calix position as of Q4 2013 after selling out during the quarter.
Analytic Investors sold 16,678 Calix shares in Q4 2013, an estimated $212K.
Analytic Investors first reported a position in Calix in Q3 2013 and held it in 1 quarter.
Analytic Investors's Calix position peaked at $212K in Q3 2013.
117 funds tracked by Wall St. Rank held Calix as of Q4 2013.

Based on Analytic Investors's 13F filing for Q4 2013, filed 13 Feb 2014.