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Monarch Partners Asset Management’s Calix CALX Stock Holding History

Monarch Partners Asset 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
Q1 		– Sell
-234,146
Closed -$2.26M – 125
2013
Q4 		$2.26M Sell
234,146
-36,324
-13% -$389K 0.83% 47
2013
Q3 		$3.44M Buy
270,470
+182,970
+209% +$2.24M 1.21% 21
2013
Q2 		$884K Buy
+87,500
New +$814K 0.55% 80

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Monarch Partners Asset Management's CALX Position: Q1 2014 in Review

Monarch Partners Asset Management sold out of Calix (CALX) in Q1 2014, closing a stake of 234,146 shares — an estimated $2.26M sold.

Monarch Partners Asset Management first reported a position in CALX in Q2 2013 and held it in 3 quarters. The position peaked at $3.44M in Q3 2013. 112 funds tracked by Wall St. Rank hold CALX as of Q1 2014.

  • Monarch Partners Asset Management reported no remaining Calix position as of Q1 2014 after selling out during the quarter.
  • Monarch Partners Asset Management sold 234,146 Calix shares in Q1 2014, an estimated $2.26M.
  • Monarch Partners Asset Management first reported a position in Calix in Q2 2013 and held it in 3 quarters.
  • Monarch Partners Asset Management's Calix position peaked at $3.44M in Q3 2013.
  • 112 funds tracked by Wall St. Rank held Calix as of Q1 2014.

Based on Monarch Partners Asset Management's 13F filing for Q1 2014, filed 7 May 2014.