EWM
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Executive Wealth Management’s Cal-Maine CALM Stock Holding History

Executive Wealth Management’s Portfolio CALM Stock Details CALM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-184
Closed -$8K – 229
2019
Q2 		$8K Hold
184
– – ﹤0.01% 648
2019
Q1 		$8K Hold
184
– – ﹤0.01% 583
2018
Q4 		$8K Buy
+184
New +$8.53K ﹤0.01% 601

Other funds holding CALM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AIA
Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return

Executive Wealth Management's CALM Position: Q3 2019 in Review

Executive Wealth Management sold out of Cal-Maine (CALM) in Q3 2019, closing a stake of 184 shares — an estimated $8K sold.

Executive Wealth Management first reported a position in CALM in Q4 2018 and held it in 3 quarters. The position peaked at $8K in Q2 2019. 212 funds tracked by Wall St. Rank hold CALM as of Q3 2019.

  • Executive Wealth Management reported no remaining Cal-Maine position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 184 Cal-Maine shares in Q3 2019, an estimated $8K.
  • Executive Wealth Management first reported a position in Cal-Maine in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Cal-Maine position peaked at $8K in Q2 2019.
  • 212 funds tracked by Wall St. Rank held Cal-Maine as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.