BA
CALX icon

Boston Advisors’s Calix CALX Stock Holding History

Boston Advisors’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
2016
Q1 		– Sell
-44,035
Closed -$347K – 652
2015
Q4 		$347K Hold
44,035
– – 0.01% 546
2015
Q3 		$343K Sell
44,035
-3,105
-7% -$23.6K 0.01% 634
2015
Q2 		$359K Buy
47,140
+85
+0.2% +$693 0.01% 564
2015
Q1 		$395K Buy
47,055
+23,825
+103% +$214K 0.02% 519
2014
Q4 		$233K Buy
+23,230
New +$231K 0.01% 535

Other funds holding CALX

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LAM
Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Boston Advisors's CALX Position: Q1 2016 in Review

Boston Advisors sold out of Calix (CALX) in Q1 2016, closing a stake of 44,035 shares — an estimated $347K sold.

Boston Advisors first reported a position in CALX in Q4 2014 and held it in 5 quarters. The position peaked at $395K in Q1 2015. 90 funds tracked by Wall St. Rank hold CALX as of Q1 2016.

  • Boston Advisors reported no remaining Calix position as of Q1 2016 after selling out during the quarter.
  • Boston Advisors sold 44,035 Calix shares in Q1 2016, an estimated $347K.
  • Boston Advisors first reported a position in Calix in Q4 2014 and held it in 5 quarters.
  • Boston Advisors's Calix position peaked at $395K in Q1 2015.
  • 90 funds tracked by Wall St. Rank held Calix as of Q1 2016.

Based on Boston Advisors's 13F filing for Q1 2016, filed 20 Apr 2016.