CWM
APC

Calamos Wealth Management’s Anadarko Petroleum APC Stock Holding History

Calamos Wealth Management’s Portfolio APC Stock Details APC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-9,200
Closed -$570K – 241
2017
Q1 		$570K Sell
9,200
-3,045
-25% -$203K 0.09% 173
2016
Q4 		$854K Sell
12,245
-1,781
-13% -$116K 0.14% 166
2016
Q3 		$889K Sell
14,026
-1,405
-9% -$78.3K 0.15% 157
2016
Q2 		$822K Sell
15,431
-789
-5% -$40K 0.15% 161
2016
Q1 		$755K Buy
16,220
+2,793
+21% +$113K 0.15% 168
2015
Q4 		$652K Sell
13,427
-2,657
-17% -$163K 0.13% 182
2015
Q3 		$971K Buy
16,084
+394
+3% +$28K 0.23% 144
2015
Q2 		$1.23M Sell
15,690
-41
-0.3% -$3.55K 0.29% 122
2015
Q1 		$1.3M Buy
15,731
+1,711
+12% +$140K 0.33% 113
2014
Q4 		$1.16M Sell
14,020
-4,447
-24% -$387K 0.33% 110
2014
Q3 		$1.87M Buy
18,467
+445
+2% +$48K 0.54% 70
2014
Q2 		$1.97M Sell
18,022
-3,766
-17% -$383K 0.56% 68
2014
Q1 		$1.85M Buy
21,788
+3,290
+18% +$270K 0.55% 74
2013
Q4 		$1.47M Sell
18,498
-200
-1% -$17.9K 0.45% 88
2013
Q3 		$1.74M Buy
18,698
+14,640
+361% +$1.33M 0.57% 64
2013
Q2 		$349K Buy
+4,058
New +$349K 0.12% 173

Other funds holding APC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

Calamos Wealth Management's APC Position: Q2 2017 in Review

Calamos Wealth Management sold out of Anadarko Petroleum (APC) in Q2 2017, closing a stake of 9,200 shares — an estimated $570K sold.

Calamos Wealth Management first reported a position in APC in Q2 2013 and held it in 16 quarters. The position peaked at $1.97M in Q2 2014. 758 funds tracked by Wall St. Rank hold APC as of Q2 2017.

  • Calamos Wealth Management reported no remaining Anadarko Petroleum position as of Q2 2017 after selling out during the quarter.
  • Calamos Wealth Management sold 9,200 Anadarko Petroleum shares in Q2 2017, an estimated $570K.
  • Calamos Wealth Management first reported a position in Anadarko Petroleum in Q2 2013 and held it in 16 quarters.
  • Calamos Wealth Management's Anadarko Petroleum position peaked at $1.97M in Q2 2014.
  • 758 funds tracked by Wall St. Rank held Anadarko Petroleum as of Q2 2017.

Based on Calamos Wealth Management's 13F filing for Q2 2017, filed 9 Aug 2017.