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Triangle Securities Wealth Management’s Caleres CAL Stock Holding History

Triangle Securities Wealth 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
2013
Q3 		– Sell
-500
Closed -$11K – 155
2013
Q2 		$11K Buy
+500
New +$9.19K 0.01% 440

Other funds holding CAL

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Triangle Securities Wealth Management's CAL Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Caleres (CAL) in Q3 2013, closing a stake of 500 shares — an estimated $11K sold.

Triangle Securities Wealth Management first reported a position in CAL in Q2 2013 and held it in 1 quarter. The position peaked at $11K in Q2 2013. 161 funds tracked by Wall St. Rank hold CAL as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Caleres position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 500 Caleres shares in Q3 2013, an estimated $11K.
  • Triangle Securities Wealth Management first reported a position in Caleres in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Caleres position peaked at $11K in Q2 2013.
  • 161 funds tracked by Wall St. Rank held Caleres as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.