JG
CALX icon

Jefferies Group’s Calix CALX Stock Holding History

Jefferies Group’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
2021
Q2 		– Sell
-25,000
Closed -$867K – 1691
2021
Q1 		$867K Buy
+25,000
New +$926K 0.01% 947
2017
Q3 		– Sell
-100,000
Closed -$685K – 2350
2017
Q2 		$685K Hold
100,000
– – ﹤0.01% 1467
2017
Q1 		$725K Buy
100,000
+85,000
+567% +$602K 0.01% 1428
2016
Q4 		$116K Hold
15,000
– – ﹤0.01% 2000
2016
Q3 		$110K Buy
+15,000
New +$112K ﹤0.01% 2026
2015
Q3 		– Sell
-14,300
Closed -$109K – 2346
2015
Q2 		$109K Sell
14,300
-27,700
-66% -$226K ﹤0.01% 2180
2015
Q1 		$352K Buy
+42,000
New +$377K ﹤0.01% 1532

Other funds holding CALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jefferies Group's CALX Position: Q2 2021 in Review

Jefferies Group sold out of Calix (CALX) in Q2 2021, closing a stake of 138 shares — an estimated $4.78K sold.

Jefferies Group first reported a position in CALX in Q2 2014 and held it in 8 quarters. The position peaked at $533K in Q3 2014. 183 funds tracked by Wall St. Rank hold CALX as of Q2 2021.

  • Jefferies Group reported no remaining Calix position as of Q2 2021 after selling out during the quarter.
  • Jefferies Group sold 138 Calix shares in Q2 2021, an estimated $4.78K.
  • Jefferies Group first reported a position in Calix in Q2 2014 and held it in 8 quarters.
  • Jefferies Group's Calix position peaked at $533K in Q3 2014.
  • 183 funds tracked by Wall St. Rank held Calix as of Q2 2021.

Based on Jefferies Group's 13F filing for Q2 2021, filed 16 Aug 2021.