Carroll Financial Associates’s Calix CALX Stock Holding History

Carroll Financial Associates’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
2017 Q4	–	Sell	-38	Closed	–	–	1234
2017 Q3	$0	Buy	+38	New	+$217	﹤0.01%	1192

Other funds holding CALX

Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return

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

LAM

Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return

DCM

Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

VCM

Voce Capital Management San Francisco, California $57.8M AUM 9.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Carroll Financial Associates's CALX Position: Q4 2017 in Review

Carroll Financial Associates sold out of Calix (CALX) in Q4 2017, closing a stake of 38 shares.

Carroll Financial Associates first reported a position in CALX in Q3 2017 and held it in 1 quarter. The position peaked at $0 in Q3 2017. 85 funds tracked by Wall St. Rank hold CALX as of Q4 2017.

Carroll Financial Associates reported no remaining Calix position as of Q4 2017 after selling out during the quarter.
Carroll Financial Associates sold 38 Calix shares in Q4 2017.
Carroll Financial Associates first reported a position in Calix in Q3 2017 and held it in 1 quarter.
Carroll Financial Associates's Calix position peaked at $0 in Q3 2017.
85 funds tracked by Wall St. Rank held Calix as of Q4 2017.

Based on Carroll Financial Associates's 13F filing for Q4 2017, filed 18 Jan 2018.