KCM
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Kennedy Capital Management’s Calix CALX Stock Holding History

Kennedy 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
2014
Q3 		– Sell
-647,455
Closed -$5.3M – 764
2014
Q2 		$5.3M Buy
+647,455
New +$5.29M 0.1% 361

Other funds holding CALX

LAM
Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FC
Foundation Capital Palo Alto, California $55.5M AUM 83.75% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Kennedy Capital Management's CALX Position: Q3 2014 in Review

Kennedy Capital Management sold out of Calix (CALX) in Q3 2014, closing a stake of 647,455 shares — an estimated $5.3M sold.

Kennedy Capital Management first reported a position in CALX in Q2 2014 and held it in 1 quarter. The position peaked at $5.3M in Q2 2014. 121 funds tracked by Wall St. Rank hold CALX as of Q3 2014.

  • Kennedy Capital Management reported no remaining Calix position as of Q3 2014 after selling out during the quarter.
  • Kennedy Capital Management sold 647,455 Calix shares in Q3 2014, an estimated $5.3M.
  • Kennedy Capital Management first reported a position in Calix in Q2 2014 and held it in 1 quarter.
  • Kennedy Capital Management's Calix position peaked at $5.3M in Q2 2014.
  • 121 funds tracked by Wall St. Rank held Calix as of Q3 2014.

Based on Kennedy Capital Management's 13F filing for Q3 2014, filed 14 Nov 2014.