PWAG
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Polaris Wealth Advisory Group’s Calix CALX Stock Holding History

Polaris Wealth Advisory Group’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
2018
Q4 		– Sell
-500
Closed -$4K – 188
2018
Q3 		$4K Buy
+500
New +$3.82K ﹤0.01% 458

Other funds holding CALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
LAM
Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VCM
Voce Capital Management San Francisco, California $57.8M AUM 9.28% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Polaris Wealth Advisory Group's CALX Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Calix (CALX) in Q4 2018, closing a stake of 500 shares — an estimated $4K sold.

Polaris Wealth Advisory Group first reported a position in CALX in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 119 funds tracked by Wall St. Rank hold CALX as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Calix position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 500 Calix shares in Q4 2018, an estimated $4K.
  • Polaris Wealth Advisory Group first reported a position in Calix in Q3 2018 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Calix position peaked at $4K in Q3 2018.
  • 119 funds tracked by Wall St. Rank held Calix as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.