Reilly Financial Advisors’s Calix CALX Stock Holding History

Reilly Financial Advisors’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
2019 Q2	–	Sell	-3,700	Closed	-$28K	–	950
2019 Q1	$28K	Hold	3,700	–	–	﹤0.01%	445
2018 Q4	$36K	Hold	3,700	–	–	0.01%	382
2018 Q3	$30K	Hold	3,700	–	–	﹤0.01%	461
2018 Q2	$29K	Hold	3,700	–	–	﹤0.01%	411
2018 Q1	$25K	Hold	3,700	–	–	﹤0.01%	424
2017 Q4	$22K	Sell	3,700 -358	-9%	-$2.17K	﹤0.01%	486
2017 Q3	$20K	Hold	4,058	–	–	﹤0.01%	489
2017 Q2	$28K	Hold	4,058	–	–	﹤0.01%	418
2017 Q1	$29K	Hold	4,058	–	–	﹤0.01%	398
2016 Q4	$31K	Buy	+4,058	New	+$29.5K	0.01%	357
2015 Q3	–	Sell	-3,000	Closed	-$23K	–	1305
2015 Q2	$23K	Buy	+3,000	New	+$24.5K	﹤0.01%	638

Other funds holding CALX

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Reilly Financial Advisors's CALX Position: Q2 2019 in Review

Reilly Financial Advisors sold out of Calix (CALX) in Q2 2019, closing a stake of 3,700 shares — an estimated $28K sold.

Reilly Financial Advisors first reported a position in CALX in Q2 2015 and held it in 11 quarters. The position peaked at $36K in Q4 2018. 92 funds tracked by Wall St. Rank hold CALX as of Q2 2019.

Reilly Financial Advisors reported no remaining Calix position as of Q2 2019 after selling out during the quarter.
Reilly Financial Advisors sold 3,700 Calix shares in Q2 2019, an estimated $28K.
Reilly Financial Advisors first reported a position in Calix in Q2 2015 and held it in 11 quarters.
Reilly Financial Advisors's Calix position peaked at $36K in Q4 2018.
92 funds tracked by Wall St. Rank held Calix as of Q2 2019.

Based on Reilly Financial Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.