Atria Investments’s Caleres CAL Stock Holding History

Atria Investments’s Portfolio CAL Stock Details CAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-12,558	Closed	-$270K	–	448
2013 Q2	$270K	Buy	+12,558	New	+$231K	0.03%	312

Other funds holding CAL

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

DIA

Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return

BIT

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Atria Investments's CAL Position: Q3 2013 in Review

Atria Investments sold out of Caleres (CAL) in Q3 2013, closing a stake of 12,558 shares — an estimated $270K sold.

Atria Investments first reported a position in CAL in Q2 2013 and held it in 1 quarter. The position peaked at $270K in Q2 2013. 161 funds tracked by Wall St. Rank hold CAL as of Q3 2013.

Atria Investments reported no remaining Caleres position as of Q3 2013 after selling out during the quarter.
Atria Investments sold 12,558 Caleres shares in Q3 2013, an estimated $270K.
Atria Investments first reported a position in Caleres in Q2 2013 and held it in 1 quarter.
Atria Investments's Caleres position peaked at $270K in Q2 2013.
161 funds tracked by Wall St. Rank held Caleres as of Q3 2013.

Based on Atria Investments's 13F filing for Q3 2013, filed 28 Oct 2013.