Calamos Wealth Management’s Alerian MLP ETF AMLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-45,493	Closed	-$2.55M	–	225
2017 Q3	$2.55M	Sell	45,493 -1,723	-4%	-$98.5K	0.35%	87
2017 Q2	$2.82M	Buy	47,216 +6,300	+15%	+$384K	0.4%	72
2017 Q1	$2.6M	Buy	40,916 +22,614	+124%	+$1.45M	0.39%	78
2016 Q4	$1.15M	Buy	18,302 +15,212	+492%	+$940K	0.19%	143
2016 Q3	$196K	Buy	+3,090	New	+$195K	0.03%	193

Other funds holding AMLP

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

SFM

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

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

Calamos Wealth Management sold out of Alerian MLP ETF (AMLP) in Q4 2017, closing a stake of 45,493 shares — an estimated $2.55M sold.

Calamos Wealth Management first reported a position in AMLP in Q3 2016 and held it in 5 quarters. The position peaked at $2.82M in Q2 2017. 618 funds tracked by Wall St. Rank hold AMLP as of Q4 2017.

Calamos Wealth Management reported no remaining Alerian MLP ETF position as of Q4 2017 after selling out during the quarter.
Calamos Wealth Management sold 45,493 Alerian MLP ETF shares in Q4 2017, an estimated $2.55M.
Calamos Wealth Management first reported a position in Alerian MLP ETF in Q3 2016 and held it in 5 quarters.
Calamos Wealth Management's Alerian MLP ETF position peaked at $2.82M in Q2 2017.
618 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2017.

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