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Aviance Capital Management’s Calix CALX Stock Holding History

Aviance Capital Management’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
2019
Q1 		$191K Sell
24,835
-682
-3% -$6.01K 0.03% 159
2018
Q4 		$249K Sell
25,517
-25,772
-50% -$224K 0.04% 145
2018
Q3 		$415K Sell
51,289
-14,469
-22% -$110K 0.04% 130
2018
Q2 		$513K Buy
65,758
+4,449
+7% +$31.4K 0.04% 131
2018
Q1 		$420K Sell
61,309
-17,747
-22% -$115K 0.03% 162
2017
Q4 		$470K Buy
+79,056
New +$478K 0.03% 149

Other funds holding CALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
LAM
Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return
VCM
Voce Capital Management San Francisco, California $57.8M AUM 9.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aviance Capital Management's CALX Position: Q1 2019 in Review

Aviance Capital Management reduced its Calix (CALX) stake by 2.7% in Q1 2019, selling an estimated $6.01K and leaving 24,835 shares worth $191K. The position accounts for 0.03% of the portfolio, ranked #159.

Aviance Capital Management first reported a position in CALX in Q4 2017 and has held it in 6 quarters since. The position peaked at $513K in Q2 2018. 118 funds tracked by Wall St. Rank hold CALX as of Q1 2019.

  • Aviance Capital Management held 24,835 shares of Calix worth $191K as of Q1 2019.
  • Aviance Capital Management sold 682 Calix shares in Q1 2019, an estimated $6.01K.
  • Calix made up 0.03% of Aviance Capital Management's portfolio in Q1 2019, its #159 holding.
  • Aviance Capital Management first reported a position in Calix in Q4 2017 and has held it in 6 quarters since.
  • Aviance Capital Management's Calix position peaked at $513K in Q2 2018.
  • 118 funds tracked by Wall St. Rank held Calix as of Q1 2019.

Based on Aviance Capital Management's 13F filing for Q1 2019, filed 15 May 2019.