Willingdon Wealth Management’s Calix CALX Stock Holding History

Willingdon Wealth Management’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
2018 Q2	–	Sell	-29	Closed	–	–	327
2018 Q1	$0	Buy	+29	New	+$187	﹤0.01%	344

Other funds holding CALX

Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return

DCM

Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LAM

Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VCM

Voce Capital Management San Francisco, California $57.8M AUM 9.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Willingdon Wealth Management's CALX Position: Q2 2018 in Review

Willingdon Wealth Management sold out of Calix (CALX) in Q2 2018, closing a stake of 29 shares.

Willingdon Wealth Management first reported a position in CALX in Q1 2018 and held it in 1 quarter. The position peaked at $0 in Q1 2018. 96 funds tracked by Wall St. Rank hold CALX as of Q2 2018.

Willingdon Wealth Management reported no remaining Calix position as of Q2 2018 after selling out during the quarter.
Willingdon Wealth Management sold 29 Calix shares in Q2 2018.
Willingdon Wealth Management first reported a position in Calix in Q1 2018 and held it in 1 quarter.
Willingdon Wealth Management's Calix position peaked at $0 in Q1 2018.
96 funds tracked by Wall St. Rank held Calix as of Q2 2018.

Based on Willingdon Wealth Management's 13F filing for Q2 2018, filed 3 Aug 2018.