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Essex Investment Management’s Calix CALX Stock Holding History

Essex Investment Management’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
2015
Q2 		– Sell
-85,389
Closed -$716K – 318
2015
Q1 		$716K Sell
85,389
-655
-0.8% -$5.88K 0.1% 201
2014
Q4 		$862K Sell
86,044
-22,017
-20% -$219K 0.13% 174
2014
Q3 		$1.03M Buy
+108,061
New +$1M 0.16% 155
2013
Q4 		– Sell
-132,009
Closed -$1.68M – 363
2013
Q3 		$1.68M Sell
132,009
-28,017
-18% -$343K 0.25% 111
2013
Q2 		$1.62M Buy
+160,026
New +$1.49M 0.29% 103

Other funds holding CALX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LAM
Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Essex Investment Management's CALX Position: Q2 2015 in Review

Essex Investment Management sold out of Calix (CALX) in Q2 2015, closing a stake of 85,389 shares — an estimated $716K sold.

Essex Investment Management first reported a position in CALX in Q2 2013 and held it in 5 quarters. The position peaked at $1.68M in Q3 2013. 102 funds tracked by Wall St. Rank hold CALX as of Q2 2015.

  • Essex Investment Management reported no remaining Calix position as of Q2 2015 after selling out during the quarter.
  • Essex Investment Management sold 85,389 Calix shares in Q2 2015, an estimated $716K.
  • Essex Investment Management first reported a position in Calix in Q2 2013 and held it in 5 quarters.
  • Essex Investment Management's Calix position peaked at $1.68M in Q3 2013.
  • 102 funds tracked by Wall St. Rank held Calix as of Q2 2015.

Based on Essex Investment Management's 13F filing for Q2 2015, filed 28 Jul 2015.