NEI
CALY

Northwest & Ethical Investments’s Callaway Golf Company CALY Stock Holding History

Northwest & Ethical Investments’s Portfolio CALY Stock Details CALY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,100
Closed -$75.3K – 394
2018
Q3 		$75.3K Sell
3,100
-5,600
-64% -$120K ﹤0.01% 343
2018
Q2 		$165K Sell
8,700
-1,700
-16% -$31.1K 0.01% 325
2018
Q1 		$170K Buy
+10,400
New +$158K 0.01% 323

Other funds holding CALY

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwest & Ethical Investments's CALY Position: Q4 2018 in Review

Northwest & Ethical Investments sold out of Callaway Golf Company (CALY) in Q4 2018, closing a stake of 3,100 shares — an estimated $75.3K sold.

Northwest & Ethical Investments first reported a position in CALY in Q1 2018 and held it in 3 quarters. The position peaked at $170K in Q1 2018. 277 funds tracked by Wall St. Rank hold CALY as of Q4 2018.

  • Northwest & Ethical Investments reported no remaining Callaway Golf Company position as of Q4 2018 after selling out during the quarter.
  • Northwest & Ethical Investments sold 3,100 Callaway Golf Company shares in Q4 2018, an estimated $75.3K.
  • Northwest & Ethical Investments first reported a position in Callaway Golf Company in Q1 2018 and held it in 3 quarters.
  • Northwest & Ethical Investments's Callaway Golf Company position peaked at $170K in Q1 2018.
  • 277 funds tracked by Wall St. Rank held Callaway Golf Company as of Q4 2018.

Based on Northwest & Ethical Investments's 13F filing for Q4 2018, filed 8 Jul 2025.