JPTCCM
CALX icon

J.P. Turner & Co Capital Management’s Calix CALX Stock Holding History

J.P. Turner & Co Capital Management’s Portfolio CALX Stock Details CALX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$156K Hold
20,000
– – 0.16% 162
2015
Q2 		$152K Hold
20,000
– – 0.12% 201
2015
Q1 		$168K Hold
20,000
– – 0.16% 172
2014
Q4 		$200K Buy
+20,000
New +$199K 0.19% 168

Other funds holding CALX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LAM
Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

J.P. Turner & Co Capital Management's CALX Position: Q3 2015 in Review

J.P. Turner & Co Capital Management held its Calix (CALX) position steady in Q3 2015 at 20,000 shares worth $156K. The position accounts for 0.16% of the portfolio, ranked #162.

J.P. Turner & Co Capital Management first reported a position in CALX in Q4 2014 and has held it in 4 quarters since. The position peaked at $200K in Q4 2014. 114 funds tracked by Wall St. Rank hold CALX as of Q3 2015.

  • J.P. Turner & Co Capital Management held 20,000 shares of Calix worth $156K as of Q3 2015.
  • J.P. Turner & Co Capital Management left its Calix share count unchanged in Q3 2015.
  • Calix made up 0.16% of J.P. Turner & Co Capital Management's portfolio in Q3 2015, its #162 holding.
  • J.P. Turner & Co Capital Management first reported a position in Calix in Q4 2014 and has held it in 4 quarters since.
  • J.P. Turner & Co Capital Management's Calix position peaked at $200K in Q4 2014.
  • 114 funds tracked by Wall St. Rank held Calix as of Q3 2015.

Based on J.P. Turner & Co Capital Management's 13F filing for Q3 2015, filed 4 Nov 2015.