IMS
CAL icon

Index Management Solutions’s Caleres CAL Stock Holding History

Index Management Solutions’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
Q4 		– Sell
-7,357
Closed -$200K – 827
2014
Q3 		$200K Buy
7,357
+217
+3% +$6.27K 0.02% 641
2014
Q2 		$204K Buy
7,140
+4,990
+232% +$131K 0.02% 630
2014
Q1 		$57K Buy
+2,150
New +$54K 0.01% 741

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Index Management Solutions's CAL Position: Q4 2014 in Review

Index Management Solutions sold out of Caleres (CAL) in Q4 2014, closing a stake of 7,357 shares — an estimated $200K sold.

Index Management Solutions first reported a position in CAL in Q1 2014 and held it in 3 quarters. The position peaked at $204K in Q2 2014. 178 funds tracked by Wall St. Rank hold CAL as of Q4 2014.

  • Index Management Solutions reported no remaining Caleres position as of Q4 2014 after selling out during the quarter.
  • Index Management Solutions sold 7,357 Caleres shares in Q4 2014, an estimated $200K.
  • Index Management Solutions first reported a position in Caleres in Q1 2014 and held it in 3 quarters.
  • Index Management Solutions's Caleres position peaked at $204K in Q2 2014.
  • 178 funds tracked by Wall St. Rank held Caleres as of Q4 2014.

Based on Index Management Solutions's 13F filing for Q4 2014, filed 13 Feb 2015.