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Ground Swell Capital’s Calix CALX Stock Holding History

Ground Swell Capital’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
Q3 		$3K Buy
+310
New +$2.88K 0.01% 1705

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FC
Foundation Capital Palo Alto, California $55.5M AUM 83.75% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Ground Swell Capital's CALX Position: Q3 2014 in Review

Ground Swell Capital opened a new position in Calix (CALX) in Q3 2014: 310 shares worth $3K. The stake represents 0.01% of the portfolio and ranks #1705 among its holdings.

121 funds tracked by Wall St. Rank hold CALX as of Q3 2014.

  • Ground Swell Capital held 310 shares of Calix worth $3K as of Q3 2014.
  • Calix was a new Ground Swell Capital position in Q3 2014.
  • Calix made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1705 holding.
  • 121 funds tracked by Wall St. Rank held Calix as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.