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Strategic Investment Management’s Caleres CAL Stock Holding History

Strategic Investment Management’s Portfolio CAL Stock Details CAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-8,473
Closed -$278K – 26
2016
Q4 		$278K Buy
+8,473
New +$248K 0.03% 60
2015
Q1 		– Sell
-11,718
Closed -$376K – 116
2014
Q4 		$376K Sell
11,718
-5,086
-30% -$147K 0.11% 22
2014
Q3 		$455K Buy
16,804
+5,411
+47% +$156K 0.14% 10
2014
Q2 		$325K Buy
+11,393
New +$298K 0.08% 22
2014
Q1 		– Sell
-10,947
Closed -$250K – 69
2013
Q4 		$250K Buy
10,947
+1,292
+13% +$31.6K 0.06% 27
2013
Q3 		$226K Buy
+9,655
New +$225K 0.04% 26

Other funds holding CAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Strategic Investment Management's CAL Position: Q1 2017 in Review

Strategic Investment Management sold out of Caleres (CAL) in Q1 2017, closing a stake of 8,473 shares — an estimated $278K sold.

Strategic Investment Management first reported a position in CAL in Q3 2013 and held it in 6 quarters. The position peaked at $455K in Q3 2014. 173 funds tracked by Wall St. Rank hold CAL as of Q1 2017.

  • Strategic Investment Management reported no remaining Caleres position as of Q1 2017 after selling out during the quarter.
  • Strategic Investment Management sold 8,473 Caleres shares in Q1 2017, an estimated $278K.
  • Strategic Investment Management first reported a position in Caleres in Q3 2013 and held it in 6 quarters.
  • Strategic Investment Management's Caleres position peaked at $455K in Q3 2014.
  • 173 funds tracked by Wall St. Rank held Caleres as of Q1 2017.

Based on Strategic Investment Management's 13F filing for Q1 2017, filed 15 May 2017.