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Ladenburg Thalmann Financial Services’s Calix CALX Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$24K Hold
3,000
– – ﹤0.01% 4031
2019
Q3 		$19K Hold
3,000
– – ﹤0.01% 4062
2019
Q2 		$20K Buy
3,000
+2,000
+200% +$13.5K ﹤0.01% 4045
2019
Q1 		$8K Buy
+1,000
New +$8.82K ﹤0.01% 4458

Other funds holding CALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
VCM
Voce Capital Management San Francisco, California $57.8M AUM 9.28% 1-Year Est. Return
LAM
Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return

Ladenburg Thalmann Financial Services's CALX Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its Calix (CALX) position steady in Q4 2019 at 3,000 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #4031.

Ladenburg Thalmann Financial Services first reported a position in CALX in Q1 2019 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold CALX as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 3,000 shares of Calix worth $24K as of Q4 2019.
  • Ladenburg Thalmann Financial Services left its Calix share count unchanged in Q4 2019.
  • Calix made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4031 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Calix in Q1 2019 and has held it in 4 quarters since.
  • 93 funds tracked by Wall St. Rank held Calix as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.