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CALX icon

UBS’s Calix CALX Stock Holding History

UBS’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
2014
Q3 		– Sell
-500
Closed -$4K – 10377
2014
Q2 		$4K Buy
+500
New +$4.09K ﹤0.01% 9639
2013
Q3 		– Sell
-300
Closed -$3K – 10368
2013
Q2 		$3K Buy
+300
New +$2.79K ﹤0.01% 9584

Other funds holding CALX

LAM
Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FC
Foundation Capital Palo Alto, California $55.5M AUM 83.75% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

UBS's CALX Position: Q3 2014 in Review

UBS increased its Calix (CALX) stake by 68% in Q3 2014, buying an estimated $120K and bringing the position to 31,842 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #4753.

UBS first reported a position in CALX in Q2 2013 and has held it in 6 quarters since. The position peaked at $635K in Q3 2013. 121 funds tracked by Wall St. Rank hold CALX as of Q3 2014.

  • UBS held 31,842 shares of Calix worth $305K as of Q3 2014.
  • UBS bought 12,916 Calix shares in Q3 2014, an estimated $120K.
  • Calix made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4753 holding.
  • UBS first reported a position in Calix in Q2 2013 and has held it in 6 quarters since.
  • UBS's Calix position peaked at $635K in Q3 2013.
  • 121 funds tracked by Wall St. Rank held Calix as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.