Calamos Wealth Management’s Aflac AFL Stock Holding History

Calamos Wealth Management’s Portfolio AFL Stock Details AFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-25,920	Closed	-$803K	–	209
2013 Q3	$803K	Buy	+25,920	New	+$780K	0.26%	120

Other funds holding AFL

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Calamos Wealth Management's AFL Position: Q4 2013 in Review

Calamos Wealth Management sold out of Aflac (AFL) in Q4 2013, closing a stake of 25,920 shares — an estimated $803K sold.

Calamos Wealth Management first reported a position in AFL in Q3 2013 and held it in 1 quarter. The position peaked at $803K in Q3 2013. 819 funds tracked by Wall St. Rank hold AFL as of Q4 2013.

Calamos Wealth Management reported no remaining Aflac position as of Q4 2013 after selling out during the quarter.
Calamos Wealth Management sold 25,920 Aflac shares in Q4 2013, an estimated $803K.
Calamos Wealth Management first reported a position in Aflac in Q3 2013 and held it in 1 quarter.
Calamos Wealth Management's Aflac position peaked at $803K in Q3 2013.
819 funds tracked by Wall St. Rank held Aflac as of Q4 2013.

Based on Calamos Wealth Management's 13F filing for Q4 2013, filed 14 Feb 2014.