CLA (CliftonLarsonAllen) Wealth Advisors’s Cal-Maine CALM Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
2019 Q1	–	Sell	-16,768	Closed	-$709K	–	118
2018 Q4	$709K	Hold	16,768	–	–	0.07%	115
2018 Q3	$810K	Hold	16,768	–	–	0.08%	93
2018 Q2	$769K	Hold	16,768	–	–	0.08%	94
2018 Q1	$733K	Hold	16,768	–	–	0.07%	100
2017 Q4	$745K	Hold	16,768	–	–	0.08%	89
2017 Q3	$689K	Hold	16,768	–	–	0.07%	113
2017 Q2	$664K	Hold	16,768	–	–	0.07%	111
2017 Q1	$617K	Hold	16,768	–	–	0.07%	115
2016 Q4	$741K	Hold	16,768	–	–	0.08%	103
2016 Q3	$646K	Hold	16,768	–	–	0.08%	103
2016 Q2	$743K	Sell	16,768 -100	-0.6%	-$4.71K	0.11%	84
2016 Q1	$876K	Sell	16,868 -1	-0%	-$50	0.14%	73
2015 Q4	$7.82M	Buy	16,869 +1	+0%	+$54	1.31%	19
2015 Q3	$921K	Hold	16,868	–	–	0.17%	75
2015 Q2	$881K	Buy	16,868 +100	+0.6%	+$4.92K	0.18%	70
2015 Q1	$655K	Hold	16,768	–	–	0.15%	72
2014 Q4	$654K	Buy	+16,768	New	+$714K	0.14%	66

Other funds holding CALM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's CALM Position: Q1 2019 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Cal-Maine (CALM) in Q1 2019, closing a stake of 16,768 shares — an estimated $709K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in CALM in Q4 2014 and held it in 17 quarters. The position peaked at $7.82M in Q4 2015. 229 funds tracked by Wall St. Rank hold CALM as of Q1 2019.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Cal-Maine position as of Q1 2019 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 16,768 Cal-Maine shares in Q1 2019, an estimated $709K.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Cal-Maine in Q4 2014 and held it in 17 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's Cal-Maine position peaked at $7.82M in Q4 2015.
229 funds tracked by Wall St. Rank held Cal-Maine as of Q1 2019.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q1 2019, filed 9 Apr 2019.