BRWA
CLMS

B. Riley Wealth Advisors’s Calamos Asset Management, Inc. CLMS Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-98
Closed -$1 – 2490
2014
Q4 		$1 Buy
+98
New +$1.27K ﹤0.01% 3638

Other funds holding CLMS

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

B. Riley Wealth Advisors's CLMS Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Calamos Asset Management, Inc. (CLMS) in Q1 2015, closing a stake of 98 shares — an estimated $1 sold.

B. Riley Wealth Advisors first reported a position in CLMS in Q4 2014 and held it in 1 quarter. The position peaked at $1 in Q4 2014. 114 funds tracked by Wall St. Rank hold CLMS as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Calamos Asset Management, Inc. position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 98 Calamos Asset Management, Inc. shares in Q1 2015, an estimated $1.
  • B. Riley Wealth Advisors first reported a position in Calamos Asset Management, Inc. in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Calamos Asset Management, Inc. position peaked at $1 in Q4 2014.
  • 114 funds tracked by Wall St. Rank held Calamos Asset Management, Inc. as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.