Berman Capital Advisors’s Caleres CAL Stock Holding History

Berman Capital Advisors’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
2020 Q1	–	Sell	-67	Closed	-$1K	–	1481
2019 Q4	$1K	Hold	67	–	–	﹤0.01%	1300
2019 Q3	$1K	Buy	+67	New	+$1.26K	﹤0.01%	1291

Other funds holding CAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Berman Capital Advisors's CAL Position: Q1 2020 in Review

Berman Capital Advisors sold out of Caleres (CAL) in Q1 2020, closing a stake of 67 shares — an estimated $1K sold.

Berman Capital Advisors first reported a position in CAL in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 147 funds tracked by Wall St. Rank hold CAL as of Q1 2020.

Berman Capital Advisors reported no remaining Caleres position as of Q1 2020 after selling out during the quarter.
Berman Capital Advisors sold 67 Caleres shares in Q1 2020, an estimated $1K.
Berman Capital Advisors first reported a position in Caleres in Q3 2019 and held it in 2 quarters.
Berman Capital Advisors's Caleres position peaked at $1K in Q4 2019.
147 funds tracked by Wall St. Rank held Caleres as of Q1 2020.

Based on Berman Capital Advisors's 13F filing for Q1 2020, filed 14 May 2020.