SKK
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Shepherd Kaplan Krochuk’s Calix CALX Stock Holding History

Shepherd Kaplan Krochuk’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
2013
Q4 		– Sell
-20,183
Closed -$257K – 543
2013
Q3 		$257K Buy
+20,183
New +$247K 0.04% 357

Other funds holding CALX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
PAWC
P.A.W. Capital Greenwich, Connecticut $36.7M AUM 6.81% 1-Year Est. Return

Shepherd Kaplan Krochuk's CALX Position: Q4 2013 in Review

Shepherd Kaplan Krochuk sold out of Calix (CALX) in Q4 2013, closing a stake of 20,183 shares — an estimated $257K sold.

Shepherd Kaplan Krochuk first reported a position in CALX in Q3 2013 and held it in 1 quarter. The position peaked at $257K in Q3 2013. 117 funds tracked by Wall St. Rank hold CALX as of Q4 2013.

  • Shepherd Kaplan Krochuk reported no remaining Calix position as of Q4 2013 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 20,183 Calix shares in Q4 2013, an estimated $257K.
  • Shepherd Kaplan Krochuk first reported a position in Calix in Q3 2013 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's Calix position peaked at $257K in Q3 2013.
  • 117 funds tracked by Wall St. Rank held Calix as of Q4 2013.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2013, filed 14 Feb 2014.