CWM
AMJ

Calamos Wealth Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Calamos Wealth Management’s Portfolio AMJ Stock Details AMJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-132,436
Closed -$3.74M – 241
2017
Q3 		$3.74M Buy
132,436
+14,033
+12% +$404K 0.52% 67
2017
Q2 		$3.52M Buy
118,403
+30,425
+35% +$935K 0.5% 64
2017
Q1 		$2.84M Buy
87,978
+48,083
+121% +$1.57M 0.42% 70
2016
Q4 		$1.26M Buy
39,895
+30,790
+338% +$940K 0.2% 136
2016
Q3 		$287K Buy
+9,105
New +$286K 0.05% 181

Other funds holding AMJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Calamos Wealth Management's AMJ Position: Q4 2017 in Review

Calamos Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2017, closing a stake of 132,436 shares — an estimated $3.74M sold.

Calamos Wealth Management first reported a position in AMJ in Q3 2016 and held it in 5 quarters. The position peaked at $3.74M in Q3 2017. 315 funds tracked by Wall St. Rank hold AMJ as of Q4 2017.

  • Calamos Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2017 after selling out during the quarter.
  • Calamos Wealth Management sold 132,436 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2017, an estimated $3.74M.
  • Calamos Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2016 and held it in 5 quarters.
  • Calamos Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $3.74M in Q3 2017.
  • 315 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2017.

Based on Calamos Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.