IPC
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Independent Portfolio Consultants’s Caleres CAL Stock Holding History

Independent Portfolio Consultants’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
2014
Q3 		– Sell
-1,505
Closed -$43K – 838
2014
Q2 		$43K Buy
+1,505
New +$39.4K 0.01% 659

Other funds holding CAL

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Independent Portfolio Consultants's CAL Position: Q3 2014 in Review

Independent Portfolio Consultants sold out of Caleres (CAL) in Q3 2014, closing a stake of 1,505 shares — an estimated $43K sold.

Independent Portfolio Consultants first reported a position in CAL in Q2 2014 and held it in 1 quarter. The position peaked at $43K in Q2 2014. 171 funds tracked by Wall St. Rank hold CAL as of Q3 2014.

  • Independent Portfolio Consultants reported no remaining Caleres position as of Q3 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 1,505 Caleres shares in Q3 2014, an estimated $43K.
  • Independent Portfolio Consultants first reported a position in Caleres in Q2 2014 and held it in 1 quarter.
  • Independent Portfolio Consultants's Caleres position peaked at $43K in Q2 2014.
  • 171 funds tracked by Wall St. Rank held Caleres as of Q3 2014.

Based on Independent Portfolio Consultants's 13F filing for Q3 2014, filed 14 Nov 2014.