RFWA
CALM icon

RPg Family Wealth Advisory’s Cal-Maine CALM Stock Holding History

RPg Family Wealth Advisory’s Portfolio CALM Stock Details CALM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-322
Closed -$14.3K – 245
2017
Q4 		$14.3K Hold
322
– – 0.01% 235
2017
Q3 		$13.2K Hold
322
– – 0.01% 251
2017
Q2 		$12.8K Hold
322
– – 0.01% 277
2017
Q1 		$11.8K Hold
322
– – 0.01% 247
2016
Q4 		$14.2K Sell
322
-665
-67% -$26.5K 0.01% 225
2016
Q3 		$38K Sell
987
-93,319
-99% -$4.02M 0.03% 136
2016
Q2 		$4.21M Buy
94,306
+46,768
+98% +$2.21M 1.84% 22
2016
Q1 		$2.47M Buy
47,538
+803
+2% +$40.1K 1.91% 25
2015
Q4 		$2.17M Buy
+46,735
New +$2.52M 1.99% 23

Other funds holding CALM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return