WRF
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Waddell & Reed Financial’s Caleres CAL Stock Holding History

Waddell & Reed Financial’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
2018
Q4 		– Sell
-200,644
Closed -$7.2M – 501
2018
Q3 		$7.2M Sell
200,644
-558,226
-74% -$20M 0.02% 464
2018
Q2 		$26.1M Sell
758,870
-23,130
-3% -$796K 0.06% 299
2018
Q1 		$26.3M Sell
782,000
-7,830
-1% -$240K 0.06% 293
2017
Q4 		$26.4M Buy
789,830
+772,824
+4,544% +$23.5M 0.06% 298
2017
Q3 		$519K Buy
+17,006
New +$460K ﹤0.01% 510

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Waddell & Reed Financial's CAL Position: Q4 2018 in Review

Waddell & Reed Financial sold out of Caleres (CAL) in Q4 2018, closing a stake of 200,644 shares — an estimated $7.2M sold.

Waddell & Reed Financial first reported a position in CAL in Q3 2017 and held it in 5 quarters. The position peaked at $26.4M in Q4 2017. 190 funds tracked by Wall St. Rank hold CAL as of Q4 2018.

  • Waddell & Reed Financial reported no remaining Caleres position as of Q4 2018 after selling out during the quarter.
  • Waddell & Reed Financial sold 200,644 Caleres shares in Q4 2018, an estimated $7.2M.
  • Waddell & Reed Financial first reported a position in Caleres in Q3 2017 and held it in 5 quarters.
  • Waddell & Reed Financial's Caleres position peaked at $26.4M in Q4 2017.
  • 190 funds tracked by Wall St. Rank held Caleres as of Q4 2018.

Based on Waddell & Reed Financial's 13F filing for Q4 2018, filed 14 Feb 2019.