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Independent Portfolio Consultants’s Cal-Maine CALM Stock Holding History

Independent Portfolio Consultants’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
2016
Q4 		– Sell
-440
Closed -$17K – 820
2016
Q3 		$17K Sell
440
-30
-6% -$1.29K 0.01% 636
2016
Q2 		$21K Hold
470
– – 0.01% 635
2016
Q1 		$24K Hold
470
– – 0.01% 649
2015
Q4 		$22K Buy
+470
New +$25.3K 0.01% 669

Other funds holding CALM

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Independent Portfolio Consultants's CALM Position: Q4 2016 in Review

Independent Portfolio Consultants sold out of Cal-Maine (CALM) in Q4 2016, closing a stake of 440 shares — an estimated $17K sold.

Independent Portfolio Consultants first reported a position in CALM in Q4 2015 and held it in 4 quarters. The position peaked at $24K in Q1 2016. 262 funds tracked by Wall St. Rank hold CALM as of Q4 2016.

  • Independent Portfolio Consultants reported no remaining Cal-Maine position as of Q4 2016 after selling out during the quarter.
  • Independent Portfolio Consultants sold 440 Cal-Maine shares in Q4 2016, an estimated $17K.
  • Independent Portfolio Consultants first reported a position in Cal-Maine in Q4 2015 and held it in 4 quarters.
  • Independent Portfolio Consultants's Cal-Maine position peaked at $24K in Q1 2016.
  • 262 funds tracked by Wall St. Rank held Cal-Maine as of Q4 2016.

Based on Independent Portfolio Consultants's 13F filing for Q4 2016, filed 12 Jan 2017.