EWM
CALY

Edge Wealth Management’s Callaway Golf Company CALY Stock Holding History

Edge Wealth Management’s Portfolio CALY Stock Details CALY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-525
Closed -$5K – 508
2016
Q2 		$5K Hold
525
– – ﹤0.01% 369
2016
Q1 		$5K Hold
525
– – ﹤0.01% 343
2015
Q4 		$5K Buy
+525
New +$5.05K ﹤0.01% 348

Other funds holding CALY

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
NCMU
NAYA Capital Management (UK) London, United Kingdom $1.18B AUM 13.14% 1-Year Est. Return

Edge Wealth Management's CALY Position: Q3 2016 in Review

Edge Wealth Management sold out of Callaway Golf Company (CALY) in Q3 2016, closing a stake of 525 shares — an estimated $5K sold.

Edge Wealth Management first reported a position in CALY in Q4 2015 and held it in 3 quarters. The position peaked at $5K in Q2 2016. 225 funds tracked by Wall St. Rank hold CALY as of Q3 2016.

  • Edge Wealth Management reported no remaining Callaway Golf Company position as of Q3 2016 after selling out during the quarter.
  • Edge Wealth Management sold 525 Callaway Golf Company shares in Q3 2016, an estimated $5K.
  • Edge Wealth Management first reported a position in Callaway Golf Company in Q4 2015 and held it in 3 quarters.
  • Edge Wealth Management's Callaway Golf Company position peaked at $5K in Q2 2016.
  • 225 funds tracked by Wall St. Rank held Callaway Golf Company as of Q3 2016.

Based on Edge Wealth Management's 13F filing for Q3 2016, filed 13 Oct 2016.