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Wealthspire Advisors (Maryland)’s Cal-Maine CALM Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CALM Stock Details CALM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-80
Closed -$4K – 699
2019
Q1 		$4K Hold
80
– – ﹤0.01% 1886
2018
Q4 		$3K Sell
80
-3
-4% -$139 ﹤0.01% 1917
2018
Q3 		$4K Buy
83
+23
+38% +$1.1K ﹤0.01% 1879
2018
Q2 		$3K Sell
60
-15
-20% -$725 ﹤0.01% 1981
2018
Q1 		$3K Buy
75
+15
+25% +$651 ﹤0.01% 1996
2017
Q4 		$3K Buy
60
+54
+900% +$2.41K ﹤0.01% 1972
2017
Q3 		$0 Buy
+6
New +$224 ﹤0.01% 2268
2016
Q3 		– Sell
-1,833
Closed -$81K – 1734
2016
Q2 		$81K Buy
1,833
+45
+3% +$2.12K 0.01% 584
2016
Q1 		$93K Buy
1,788
+11
+0.6% +$549 0.02% 537
2015
Q4 		$82K Buy
+1,777
New +$95.7K 0.02% 581

Other funds holding CALM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
AIA
Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CALM Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Cal-Maine (CALM) in Q2 2019, closing a stake of 80 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in CALM in Q4 2015 and held it in 10 quarters. The position peaked at $93K in Q1 2016. 211 funds tracked by Wall St. Rank hold CALM as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Cal-Maine position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 80 Cal-Maine shares in Q2 2019, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in Cal-Maine in Q4 2015 and held it in 10 quarters.
  • Wealthspire Advisors (Maryland)'s Cal-Maine position peaked at $93K in Q1 2016.
  • 211 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.