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Horizon Investment Services’s Caleres CAL Stock Holding History

Horizon Investment Services’s Portfolio CAL Stock Details CAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-8,097
Closed -$217K – 113
2015
Q4 		$217K Hold
8,097
– – 0.09% 104
2015
Q3 		$247K Hold
8,097
– – 0.12% 102
2015
Q2 		$257K Sell
8,097
-748
-8% -$23.3K 0.1% 115
2015
Q1 		$290K Buy
+8,845
New +$270K 0.12% 114

Other funds holding CAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Horizon Investment Services's CAL Position: Q1 2016 in Review

Horizon Investment Services sold out of Caleres (CAL) in Q1 2016, closing a stake of 8,097 shares — an estimated $217K sold.

Horizon Investment Services first reported a position in CAL in Q1 2015 and held it in 4 quarters. The position peaked at $290K in Q1 2015. 186 funds tracked by Wall St. Rank hold CAL as of Q1 2016.

  • Horizon Investment Services reported no remaining Caleres position as of Q1 2016 after selling out during the quarter.
  • Horizon Investment Services sold 8,097 Caleres shares in Q1 2016, an estimated $217K.
  • Horizon Investment Services first reported a position in Caleres in Q1 2015 and held it in 4 quarters.
  • Horizon Investment Services's Caleres position peaked at $290K in Q1 2015.
  • 186 funds tracked by Wall St. Rank held Caleres as of Q1 2016.

Based on Horizon Investment Services's 13F filing for Q1 2016, filed 16 May 2016.