Axa
CLMS

Axa’s Calamos Asset Management, Inc. CLMS Stock Holding History

Axa’s Portfolio CLMS Stock Details CLMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-33,905
Closed -$356K – 1370
2013
Q2 		$356K Buy
+33,905
New +$371K ﹤0.01% 1028

Other funds holding CLMS

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
EBIM
Eagle Boston Investment Management Boston, Massachusetts $87.3M AUM 4.18% 1-Year Est. Return

Axa's CLMS Position: Q3 2013 in Review

Axa sold out of Calamos Asset Management, Inc. (CLMS) in Q3 2013, closing a stake of 33,905 shares — an estimated $356K sold.

Axa first reported a position in CLMS in Q2 2013 and held it in 1 quarter. The position peaked at $356K in Q2 2013. 117 funds tracked by Wall St. Rank hold CLMS as of Q3 2013.

  • Axa reported no remaining Calamos Asset Management, Inc. position as of Q3 2013 after selling out during the quarter.
  • Axa sold 33,905 Calamos Asset Management, Inc. shares in Q3 2013, an estimated $356K.
  • Axa first reported a position in Calamos Asset Management, Inc. in Q2 2013 and held it in 1 quarter.
  • Axa's Calamos Asset Management, Inc. position peaked at $356K in Q2 2013.
  • 117 funds tracked by Wall St. Rank held Calamos Asset Management, Inc. as of Q3 2013.

Based on Axa's 13F filing for Q3 2013, filed 13 Nov 2013.