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Convergence Investment Partners’s Calix CALX Stock Holding History

Convergence Investment Partners’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
2013
Q3 		– Sell
-10,145
Closed -$102K – 321
2013
Q2 		$102K Buy
+10,145
New +$94.4K 0.03% 316

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Goldman Sachs
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Dimensional Fund Advisors
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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
SC
Sophrosyne Capital New York $11.5M AUM 17.82% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Convergence Investment Partners's CALX Position: Q3 2013 in Review

Convergence Investment Partners sold out of Calix (CALX) in Q3 2013, closing a stake of 10,145 shares — an estimated $102K sold.

Convergence Investment Partners first reported a position in CALX in Q2 2013 and held it in 1 quarter. The position peaked at $102K in Q2 2013. 124 funds tracked by Wall St. Rank hold CALX as of Q3 2013.

  • Convergence Investment Partners reported no remaining Calix position as of Q3 2013 after selling out during the quarter.
  • Convergence Investment Partners sold 10,145 Calix shares in Q3 2013, an estimated $102K.
  • Convergence Investment Partners first reported a position in Calix in Q2 2013 and held it in 1 quarter.
  • Convergence Investment Partners's Calix position peaked at $102K in Q2 2013.
  • 124 funds tracked by Wall St. Rank held Calix as of Q3 2013.

Based on Convergence Investment Partners's 13F filing for Q3 2013, filed 14 Nov 2013.