WAM
CALY

Wealthspire Advisors (Maryland)’s Callaway Golf Company CALY Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CALY Stock Details CALY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,222
Closed -$19K – 1397
2019
Q1 		$19K Buy
1,222
+51
+4% +$839 ﹤0.01% 1297
2018
Q4 		$18K Sell
1,171
-58
-5% -$1.16K ﹤0.01% 1248
2018
Q3 		$30K Sell
1,229
-374
-23% -$8.04K ﹤0.01% 1150
2018
Q2 		$30K Sell
1,603
-354
-18% -$6.48K ﹤0.01% 1157
2018
Q1 		$32K Buy
1,957
+117
+6% +$1.78K ﹤0.01% 1141
2017
Q4 		$26K Buy
1,840
+101
+6% +$1.45K ﹤0.01% 1242
2017
Q3 		$25K Buy
1,739
+12
+0.7% +$159 ﹤0.01% 1220
2017
Q2 		$22K Hold
1,727
– – ﹤0.01% 1234
2017
Q1 		$19K Hold
1,727
– – ﹤0.01% 1101
2016
Q4 		$19K Buy
1,727
+52
+3% +$589 ﹤0.01% 1036
2016
Q3 		$19K Hold
1,675
– – ﹤0.01% 1074
2016
Q2 		$17K Hold
1,675
– – ﹤0.01% 1047
2016
Q1 		$15K Buy
1,675
+1,500
+857% +$13.1K ﹤0.01% 1071
2015
Q4 		$2K Buy
+175
New +$1.68K ﹤0.01% 1527

Other funds holding CALY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CRCP
Copper Rock Capital Partners Boston, Massachusetts $296M AUM 28.61% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Callaway Golf Company (CALY) in Q2 2019, closing a stake of 1,222 shares — an estimated $19K sold.

Wealthspire Advisors (Maryland) first reported a position in CALY in Q4 2015 and held it in 14 quarters. The position peaked at $32K in Q1 2018. 245 funds tracked by Wall St. Rank hold CALY as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Callaway Golf Company position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,222 Callaway Golf Company shares in Q2 2019, an estimated $19K.
  • Wealthspire Advisors (Maryland) first reported a position in Callaway Golf Company in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Callaway Golf Company position peaked at $32K in Q1 2018.
  • 245 funds tracked by Wall St. Rank held Callaway Golf Company as of Q2 2019.

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