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ETrade Capital Management’s Calix CALX Stock Holding History

ETrade Capital 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
2014
Q1 		– Sell
-1,525
Closed -$15K – 836
2013
Q4 		$15K Buy
1,525
+443
+41% +$4.74K ﹤0.01% 671
2013
Q3 		$14K Buy
+1,082
New +$13.2K ﹤0.01% 648

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

ETrade Capital Management's CALX Position: Q1 2014 in Review

ETrade Capital Management sold out of Calix (CALX) in Q1 2014, closing a stake of 1,525 shares — an estimated $15K sold.

ETrade Capital Management first reported a position in CALX in Q3 2013 and held it in 2 quarters. The position peaked at $15K in Q4 2013. 112 funds tracked by Wall St. Rank hold CALX as of Q1 2014.

  • ETrade Capital Management reported no remaining Calix position as of Q1 2014 after selling out during the quarter.
  • ETrade Capital Management sold 1,525 Calix shares in Q1 2014, an estimated $15K.
  • ETrade Capital Management first reported a position in Calix in Q3 2013 and held it in 2 quarters.
  • ETrade Capital Management's Calix position peaked at $15K in Q4 2013.
  • 112 funds tracked by Wall St. Rank held Calix as of Q1 2014.

Based on ETrade Capital Management's 13F filing for Q1 2014, filed 15 May 2014.