FFS
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Founders Financial Securities’s Calix CALX Stock Holding History

Founders Financial Securities’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
2016
Q1 		– Sell
-14,376
Closed -$113K – 66
2015
Q4 		$113K Buy
+14,376
New +$113K 0.05% 64

Other funds holding CALX

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
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
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Founders Financial Securities's CALX Position: Q1 2016 in Review

Founders Financial Securities sold out of Calix (CALX) in Q1 2016, closing a stake of 14,376 shares — an estimated $113K sold.

Founders Financial Securities first reported a position in CALX in Q4 2015 and held it in 1 quarter. The position peaked at $113K in Q4 2015. 90 funds tracked by Wall St. Rank hold CALX as of Q1 2016.

  • Founders Financial Securities reported no remaining Calix position as of Q1 2016 after selling out during the quarter.
  • Founders Financial Securities sold 14,376 Calix shares in Q1 2016, an estimated $113K.
  • Founders Financial Securities first reported a position in Calix in Q4 2015 and held it in 1 quarter.
  • Founders Financial Securities's Calix position peaked at $113K in Q4 2015.
  • 90 funds tracked by Wall St. Rank held Calix as of Q1 2016.

Based on Founders Financial Securities's 13F filing for Q1 2016, filed 11 Apr 2016.