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WFG Advisors’s Caleres CAL Stock Holding History

WFG 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
2016
Q2 		– Sell
-275
Closed -$8K – 1571
2016
Q1 		$8K Hold
275
– – ﹤0.01% 1094
2015
Q4 		$7K Hold
275
– – ﹤0.01% 1153
2015
Q3 		$8K Hold
275
– – ﹤0.01% 1139
2015
Q2 		$9K Buy
+275
New +$8.58K ﹤0.01% 1208

Other funds holding CAL

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
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

WFG Advisors's CAL Position: Q2 2016 in Review

WFG Advisors sold out of Caleres (CAL) in Q2 2016, closing a stake of 275 shares — an estimated $8K sold.

WFG Advisors first reported a position in CAL in Q2 2015 and held it in 4 quarters. The position peaked at $9K in Q2 2015. 190 funds tracked by Wall St. Rank hold CAL as of Q2 2016.

  • WFG Advisors reported no remaining Caleres position as of Q2 2016 after selling out during the quarter.
  • WFG Advisors sold 275 Caleres shares in Q2 2016, an estimated $8K.
  • WFG Advisors first reported a position in Caleres in Q2 2015 and held it in 4 quarters.
  • WFG Advisors's Caleres position peaked at $9K in Q2 2015.
  • 190 funds tracked by Wall St. Rank held Caleres as of Q2 2016.

Based on WFG Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.