Creative Planning »

Calix shares owned by Creative Planning

Quarter-by-quarter ownership of Calix (CALX) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Calix

Tip: Access up to 7 years of quarterly data

All positions including Calix held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Calix by Creative Planning

Quarter filed Position value Share count Share price at filing
2011-12-31 $31k 4.8k 6.51

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

Top funds holding Calix

Vanguard Group
Alliancebernstein
Wellington Management Company
Dimensional Fund Advisors
TD Asset Management
Gilder, Gagnon, Howe & Co
Bank of New York Mellon
Artisan Partners Limited Partnership
Congress Asset Management
William Blair Investment Management
Kornitzer Capital Management
Westfield Capital Management Company
Assenagon Asset Management
Norges Bank Investment Management
Polar Securities

View all funds holding Calix