PIM
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PCO Investment Management’s Calix CALX Stock Holding History

PCO Investment 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
2015
Q2 		$5.02M Sell
659,179
-13,685
-2% -$112K 2.83% 18
2015
Q1 		$5.64M Buy
672,864
+277,379
+70% +$2.49M 3.29% 14
2014
Q4 		$3.96M Buy
+395,485
New +$3.94M 2.33% 19

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

PCO Investment Management's CALX Position: Q2 2015 in Review

PCO Investment Management reduced its Calix (CALX) stake by 2% in Q2 2015, selling an estimated $112K and leaving 659,179 shares worth $5.02M. The position accounts for 2.83% of the portfolio, ranked #18.

PCO Investment Management first reported a position in CALX in Q4 2014 and has held it in 3 quarters since. The position peaked at $5.64M in Q1 2015. 102 funds tracked by Wall St. Rank hold CALX as of Q2 2015.

  • PCO Investment Management held 659,179 shares of Calix worth $5.02M as of Q2 2015.
  • PCO Investment Management sold 13,685 Calix shares in Q2 2015, an estimated $112K.
  • Calix made up 2.83% of PCO Investment Management's portfolio in Q2 2015, its #18 holding.
  • PCO Investment Management first reported a position in Calix in Q4 2014 and has held it in 3 quarters since.
  • PCO Investment Management's Calix position peaked at $5.64M in Q1 2015.
  • 102 funds tracked by Wall St. Rank held Calix as of Q2 2015.

Based on PCO Investment Management's 13F filing for Q2 2015, filed 14 Aug 2015.