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Dana Investment Advisors’s Calix CALX Stock Holding History

Dana Investment 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
2014
Q1 		– Sell
-63,878
Closed -$616K – 262
2013
Q4 		$616K Buy
63,878
+24,668
+63% +$264K 0.04% 203
2013
Q3 		$499K Buy
+39,210
New +$480K 0.04% 202

Other funds holding CALX

LAM
Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Dana Investment Advisors's CALX Position: Q1 2014 in Review

Dana Investment Advisors sold out of Calix (CALX) in Q1 2014, closing a stake of 63,878 shares — an estimated $616K sold.

Dana Investment Advisors first reported a position in CALX in Q3 2013 and held it in 2 quarters. The position peaked at $616K in Q4 2013. 112 funds tracked by Wall St. Rank hold CALX as of Q1 2014.

  • Dana Investment Advisors reported no remaining Calix position as of Q1 2014 after selling out during the quarter.
  • Dana Investment Advisors sold 63,878 Calix shares in Q1 2014, an estimated $616K.
  • Dana Investment Advisors first reported a position in Calix in Q3 2013 and held it in 2 quarters.
  • Dana Investment Advisors's Calix position peaked at $616K in Q4 2013.
  • 112 funds tracked by Wall St. Rank held Calix as of Q1 2014.

Based on Dana Investment Advisors's 13F filing for Q1 2014, filed 5 May 2014.