IWM
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IHT Wealth Management’s Cal-Maine CALM Stock Holding History

IHT 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
2017
Q4 		– Sell
-110
Closed -$5K – 1699
2017
Q3 		$5K Hold
110
– – ﹤0.01% 1083
2017
Q2 		$109K Sell
110
-312
-74% -$12K 0.05% 321
2017
Q1 		$15K Hold
422
– – 0.01% 717
2016
Q4 		$18K Buy
+422
New +$16.8K 0.01% 667

Other funds holding CALM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

IHT Wealth Management's CALM Position: Q4 2017 in Review

IHT Wealth Management sold out of Cal-Maine (CALM) in Q4 2017, closing a stake of 110 shares — an estimated $5K sold.

IHT Wealth Management first reported a position in CALM in Q4 2016 and held it in 4 quarters. The position peaked at $109K in Q2 2017. 207 funds tracked by Wall St. Rank hold CALM as of Q4 2017.

  • IHT Wealth Management reported no remaining Cal-Maine position as of Q4 2017 after selling out during the quarter.
  • IHT Wealth Management sold 110 Cal-Maine shares in Q4 2017, an estimated $5K.
  • IHT Wealth Management first reported a position in Cal-Maine in Q4 2016 and held it in 4 quarters.
  • IHT Wealth Management's Cal-Maine position peaked at $109K in Q2 2017.
  • 207 funds tracked by Wall St. Rank held Cal-Maine as of Q4 2017.

Based on IHT Wealth Management's 13F filing for Q4 2017, filed 14 Feb 2018.