BRWM
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B. Riley Wealth Management’s Caleres CAL Stock Holding History

B. Riley Wealth Management’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
2015
Q2 		– Sell
-5,600
Closed -$183K – 1016
2015
Q1 		$183K Buy
+5,600
New +$171K 0.14% 208

Other funds holding CAL

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

B. Riley Wealth Management's CAL Position: Q2 2015 in Review

B. Riley Wealth Management sold out of Caleres (CAL) in Q2 2015, closing a stake of 5,600 shares — an estimated $183K sold.

B. Riley Wealth Management first reported a position in CAL in Q1 2015 and held it in 1 quarter. The position peaked at $183K in Q1 2015. 184 funds tracked by Wall St. Rank hold CAL as of Q2 2015.

  • B. Riley Wealth Management reported no remaining Caleres position as of Q2 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 5,600 Caleres shares in Q2 2015, an estimated $183K.
  • B. Riley Wealth Management first reported a position in Caleres in Q1 2015 and held it in 1 quarter.
  • B. Riley Wealth Management's Caleres position peaked at $183K in Q1 2015.
  • 184 funds tracked by Wall St. Rank held Caleres as of Q2 2015.

Based on B. Riley Wealth Management's 13F filing for Q2 2015, filed 14 Jul 2015.