ARS Investment Partners’s Calix CALX Stock Holding History

ARS Investment Partners’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
2017 Q1	–	Sell	-20,000	Closed	-$154K	–	156
2016 Q4	$154K	Buy	+20,000	New	+$146K	0.02%	155

Other funds holding CALX

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

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

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

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

LAM

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

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

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

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

ARS Investment Partners's CALX Position: Q1 2017 in Review

ARS Investment Partners sold out of Calix (CALX) in Q1 2017, closing a stake of 20,000 shares — an estimated $154K sold.

ARS Investment Partners first reported a position in CALX in Q4 2016 and held it in 1 quarter. The position peaked at $154K in Q4 2016. 94 funds tracked by Wall St. Rank hold CALX as of Q1 2017.

ARS Investment Partners reported no remaining Calix position as of Q1 2017 after selling out during the quarter.
ARS Investment Partners sold 20,000 Calix shares in Q1 2017, an estimated $154K.
ARS Investment Partners first reported a position in Calix in Q4 2016 and held it in 1 quarter.
ARS Investment Partners's Calix position peaked at $154K in Q4 2016.
94 funds tracked by Wall St. Rank held Calix as of Q1 2017.

Based on ARS Investment Partners's 13F filing for Q1 2017, filed 10 May 2017.