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LMCG Investments’s Calix CALX Stock Holding History

LMCG Investments’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
2015
Q2 		– Sell
-36,562
Closed -$307K – 523
2015
Q1 		$307K Buy
36,562
+16,026
+78% +$144K 0.01% 515
2014
Q4 		$206K Buy
20,536
+10,462
+104% +$104K ﹤0.01% 518
2014
Q3 		$96K Buy
+10,074
New +$93.6K ﹤0.01% 462

Other funds holding CALX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LAM
Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

LMCG Investments's CALX Position: Q2 2015 in Review

LMCG Investments sold out of Calix (CALX) in Q2 2015, closing a stake of 36,562 shares — an estimated $307K sold.

LMCG Investments first reported a position in CALX in Q3 2014 and held it in 3 quarters. The position peaked at $307K in Q1 2015. 102 funds tracked by Wall St. Rank hold CALX as of Q2 2015.

  • LMCG Investments reported no remaining Calix position as of Q2 2015 after selling out during the quarter.
  • LMCG Investments sold 36,562 Calix shares in Q2 2015, an estimated $307K.
  • LMCG Investments first reported a position in Calix in Q3 2014 and held it in 3 quarters.
  • LMCG Investments's Calix position peaked at $307K in Q1 2015.
  • 102 funds tracked by Wall St. Rank held Calix as of Q2 2015.

Based on LMCG Investments's 13F filing for Q2 2015, filed 13 Aug 2015.