JOYN Advisors’s Caleres CAL Stock Holding History

JOYN Advisors’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
2019 Q1	–	Sell	-11	Closed	–	–	304
2018 Q4	$0	Sell	11 -15	-58%	-$482	﹤0.01%	1760
2018 Q3	$1K	Buy	26 +6	+30%	+$215	﹤0.01%	1572
2018 Q2	$1K	Buy	+20	New	+$688	﹤0.01%	1536

Other funds holding CAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JOYN Advisors's CAL Position: Q1 2019 in Review

JOYN Advisors sold out of Caleres (CAL) in Q1 2019, closing a stake of 11 shares.

JOYN Advisors first reported a position in CAL in Q2 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 180 funds tracked by Wall St. Rank hold CAL as of Q1 2019.

JOYN Advisors reported no remaining Caleres position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 11 Caleres shares in Q1 2019.
JOYN Advisors first reported a position in Caleres in Q2 2018 and held it in 3 quarters.
JOYN Advisors's Caleres position peaked at $1K in Q3 2018.
180 funds tracked by Wall St. Rank held Caleres as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.