NCM
CAL icon

Nelson Capital Management’s Caleres CAL Stock Holding History

Nelson Capital Management’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
2014
Q1 		– Sell
-100
Closed -$3K – 256
2013
Q4 		$3K Hold
100
– – ﹤0.01% 222
2013
Q3 		$2K Hold
100
– – ﹤0.01% 215
2013
Q2 		$2K Buy
+100
New +$1.84K ﹤0.01% 213

Other funds holding CAL

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Nelson Capital Management's CAL Position: Q1 2014 in Review

Nelson Capital Management sold out of Caleres (CAL) in Q1 2014, closing a stake of 100 shares — an estimated $3K sold.

Nelson Capital Management first reported a position in CAL in Q2 2013 and held it in 3 quarters. The position peaked at $3K in Q4 2013. 162 funds tracked by Wall St. Rank hold CAL as of Q1 2014.

  • Nelson Capital Management reported no remaining Caleres position as of Q1 2014 after selling out during the quarter.
  • Nelson Capital Management sold 100 Caleres shares in Q1 2014, an estimated $3K.
  • Nelson Capital Management first reported a position in Caleres in Q2 2013 and held it in 3 quarters.
  • Nelson Capital Management's Caleres position peaked at $3K in Q4 2013.
  • 162 funds tracked by Wall St. Rank held Caleres as of Q1 2014.

Based on Nelson Capital Management's 13F filing for Q1 2014, filed 14 May 2014.