LFA
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Legacy Financial Advisors’s Caleres CAL Stock Holding History

Legacy Financial 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
-28
Closed -$800 – 1064
2018
Q4 		$1K Sell
28
-9
-24% -$289 ﹤0.01% 880
2018
Q3 		$1K Hold
37
– – ﹤0.01% 836
2018
Q2 		$1K Buy
+37
New +$1.27K ﹤0.01% 852

Other funds holding CAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Legacy Financial Advisors's CAL Position: Q1 2019 in Review

Legacy Financial Advisors sold out of Caleres (CAL) in Q1 2019, closing a stake of 28 shares — an estimated $800 sold.

Legacy Financial Advisors first reported a position in CAL in Q2 2018 and held it in 3 quarters. The position peaked at $1K in Q4 2018. 180 funds tracked by Wall St. Rank hold CAL as of Q1 2019.

  • Legacy Financial Advisors reported no remaining Caleres position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 28 Caleres shares in Q1 2019, an estimated $800.
  • Legacy Financial Advisors first reported a position in Caleres in Q2 2018 and held it in 3 quarters.
  • Legacy Financial Advisors's Caleres position peaked at $1K in Q4 2018.
  • 180 funds tracked by Wall St. Rank held Caleres as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.