United Capital Financial Advisors’s Caleres CAL Stock Holding History

United Capital Financial Advisors’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
2020 Q2	–	Sell	-262,975	Closed	-$1.37M	–	1197
2020 Q1	$1.37M	Buy	262,975 +155,169	+144%	+$2.23M	0.01%	564
2019 Q4	$2.56M	Sell	107,806 -3,048	-3%	-$68.9K	0.02%	554
2019 Q3	$2.6M	Buy	110,854 +14,730	+15%	+$278K	0.02%	532
2019 Q2	$1.92M	Buy	96,124 +22,643	+31%	+$524K	0.01%	635
2019 Q1	$1.81M	Buy	73,481 +1,122	+2%	+$32.1K	0.01%	613
2018 Q4	$2.01M	Sell	72,359 -9,920	-12%	-$319K	0.02%	564
2018 Q3	$2.95M	Buy	+82,279	New	+$2.95M	0.02%	533

Other funds holding CAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

DGHMC

Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

United Capital Financial Advisors's CAL Position: Q2 2020 in Review

United Capital Financial Advisors sold out of Caleres (CAL) in Q2 2020, closing a stake of 262,975 shares — an estimated $1.37M sold.

United Capital Financial Advisors first reported a position in CAL in Q3 2018 and held it in 7 quarters. The position peaked at $2.95M in Q3 2018. 141 funds tracked by Wall St. Rank hold CAL as of Q2 2020.

United Capital Financial Advisors reported no remaining Caleres position as of Q2 2020 after selling out during the quarter.
United Capital Financial Advisors sold 262,975 Caleres shares in Q2 2020, an estimated $1.37M.
United Capital Financial Advisors first reported a position in Caleres in Q3 2018 and held it in 7 quarters.
United Capital Financial Advisors's Caleres position peaked at $2.95M in Q3 2018.
141 funds tracked by Wall St. Rank held Caleres as of Q2 2020.

Based on United Capital Financial Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.