WA
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WFG Advisors’s Calix CALX Stock Holding History

WFG Advisors’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
2015
Q1 		– Sell
-118
Closed -$1K – 1793
2014
Q4 		$1K Hold
118
– – ﹤0.01% 1939
2014
Q3 		$1K Hold
118
– – ﹤0.01% 1951
2014
Q2 		$1K Hold
118
– – ﹤0.01% 1887
2014
Q1 		$1K Hold
118
– – ﹤0.01% 1872
2013
Q4 		$1K Buy
+118
New +$1.26K ﹤0.01% 2056

Other funds holding CALX

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
LAM
Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
FC
Foundation Capital Palo Alto, California $55.5M AUM 83.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

WFG Advisors's CALX Position: Q1 2015 in Review

WFG Advisors sold out of Calix (CALX) in Q1 2015, closing a stake of 118 shares — an estimated $1K sold.

WFG Advisors first reported a position in CALX in Q4 2013 and held it in 5 quarters. The position peaked at $1K in Q4 2014. 120 funds tracked by Wall St. Rank hold CALX as of Q1 2015.

  • WFG Advisors reported no remaining Calix position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 118 Calix shares in Q1 2015, an estimated $1K.
  • WFG Advisors first reported a position in Calix in Q4 2013 and held it in 5 quarters.
  • WFG Advisors's Calix position peaked at $1K in Q4 2014.
  • 120 funds tracked by Wall St. Rank held Calix as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.