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EverPoint Asset Management’s Calix CALX Stock Holding History

EverPoint Asset 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
Q4 		– Sell
-1,925
Closed -$18K – 464
2014
Q3 		$18K Buy
+1,925
New +$17.9K ﹤0.01% 421

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
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
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
FC
Foundation Capital Palo Alto, California $55.5M AUM 83.75% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

EverPoint Asset Management's CALX Position: Q4 2014 in Review

EverPoint Asset Management sold out of Calix (CALX) in Q4 2014, closing a stake of 1,925 shares — an estimated $18K sold.

EverPoint Asset Management first reported a position in CALX in Q3 2014 and held it in 1 quarter. The position peaked at $18K in Q3 2014. 127 funds tracked by Wall St. Rank hold CALX as of Q4 2014.

  • EverPoint Asset Management reported no remaining Calix position as of Q4 2014 after selling out during the quarter.
  • EverPoint Asset Management sold 1,925 Calix shares in Q4 2014, an estimated $18K.
  • EverPoint Asset Management first reported a position in Calix in Q3 2014 and held it in 1 quarter.
  • EverPoint Asset Management's Calix position peaked at $18K in Q3 2014.
  • 127 funds tracked by Wall St. Rank held Calix as of Q4 2014.

Based on EverPoint Asset Management's 13F filing for Q4 2014, filed 17 Feb 2015.