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VSR Financial Services’s Calix CALX Stock Holding History

VSR Financial Services’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
2016
Q2 		– Sell
-11,549
Closed -$82K – 503
2016
Q1 		$82K Hold
11,549
– – 0.01% 544
2015
Q4 		$91K Hold
11,549
– – 0.01% 561
2015
Q3 		$90K Hold
11,549
– – 0.01% 544
2015
Q2 		$88K Buy
+11,549
New +$94.2K 0.01% 564

Other funds holding CALX

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LAM
Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

VSR Financial Services's CALX Position: Q2 2016 in Review

VSR Financial Services sold out of Calix (CALX) in Q2 2016, closing a stake of 11,549 shares — an estimated $82K sold.

VSR Financial Services first reported a position in CALX in Q2 2015 and held it in 4 quarters. The position peaked at $91K in Q4 2015. 95 funds tracked by Wall St. Rank hold CALX as of Q2 2016.

  • VSR Financial Services reported no remaining Calix position as of Q2 2016 after selling out during the quarter.
  • VSR Financial Services sold 11,549 Calix shares in Q2 2016, an estimated $82K.
  • VSR Financial Services first reported a position in Calix in Q2 2015 and held it in 4 quarters.
  • VSR Financial Services's Calix position peaked at $91K in Q4 2015.
  • 95 funds tracked by Wall St. Rank held Calix as of Q2 2016.

Based on VSR Financial Services's 13F filing for Q2 2016, filed 11 Aug 2016.