APP
CALY

Avantax Planning Partners’s Callaway Golf Company CALY Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-17
Closed – – 849
2018
Q3 		$0 Buy
+17
New +$365 ﹤0.01% 1461
2018
Q2 		– Sell
-19
Closed – – 984
2018
Q1 		$0 Buy
+19
New +$289 ﹤0.01% 1848

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Planning Partners's CALY Position: Q4 2018 in Review

Avantax Planning Partners sold out of Callaway Golf Company (CALY) in Q4 2018, closing a stake of 17 shares.

Avantax Planning Partners first reported a position in CALY in Q1 2018 and held it in 2 quarters. The position peaked at $0 in Q3 2018. 277 funds tracked by Wall St. Rank hold CALY as of Q4 2018.

  • Avantax Planning Partners reported no remaining Callaway Golf Company position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 17 Callaway Golf Company shares in Q4 2018.
  • Avantax Planning Partners first reported a position in Callaway Golf Company in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Callaway Golf Company position peaked at $0 in Q3 2018.
  • 277 funds tracked by Wall St. Rank held Callaway Golf Company as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.