BWM
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BerganKDV Wealth Management’s Cal-Maine CALM Stock Holding History

BerganKDV Wealth Management’s Portfolio CALM Stock Details CALM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-39,544
Closed -$1.57M – 196
2017
Q2 		$1.57M Buy
39,544
+2,501
+7% +$95.8K 0.44% 43
2017
Q1 		$1.36M Buy
37,043
+1,924
+5% +$77K 0.41% 47
2016
Q4 		$1.55M Buy
35,119
+3,185
+10% +$127K 0.52% 29
2016
Q3 		$1.23M Buy
+31,934
New +$1.38M 0.43% 47

Other funds holding CALM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BerganKDV Wealth Management's CALM Position: Q3 2017 in Review

BerganKDV Wealth Management sold out of Cal-Maine (CALM) in Q3 2017, closing a stake of 39,544 shares — an estimated $1.57M sold.

BerganKDV Wealth Management first reported a position in CALM in Q3 2016 and held it in 4 quarters. The position peaked at $1.57M in Q2 2017. 196 funds tracked by Wall St. Rank hold CALM as of Q3 2017.

  • BerganKDV Wealth Management reported no remaining Cal-Maine position as of Q3 2017 after selling out during the quarter.
  • BerganKDV Wealth Management sold 39,544 Cal-Maine shares in Q3 2017, an estimated $1.57M.
  • BerganKDV Wealth Management first reported a position in Cal-Maine in Q3 2016 and held it in 4 quarters.
  • BerganKDV Wealth Management's Cal-Maine position peaked at $1.57M in Q2 2017.
  • 196 funds tracked by Wall St. Rank held Cal-Maine as of Q3 2017.

Based on BerganKDV Wealth Management's 13F filing for Q3 2017, filed 18 Oct 2017.