CWM
BID

Calamos Wealth Management’s Sotheby's BID Stock Holding History

Calamos Wealth Management’s Portfolio BID Stock Details BID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-16,688
Closed -$596K – 239
2014
Q3 		$596K Sell
16,688
-20,745
-55% -$817K 0.17% 170
2014
Q2 		$1.57M Buy
37,433
+25,523
+214% +$1.04M 0.45% 89
2014
Q1 		$519K Buy
+11,910
New +$571K 0.15% 169

Other funds holding BID

TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EPCM
Eton Park Capital Management New York $2.28B AUM 33.59% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Calamos Wealth Management's BID Position: Q4 2014 in Review

Calamos Wealth Management sold out of Sotheby's (BID) in Q4 2014, closing a stake of 16,688 shares — an estimated $596K sold.

Calamos Wealth Management first reported a position in BID in Q1 2014 and held it in 3 quarters. The position peaked at $1.57M in Q2 2014. 245 funds tracked by Wall St. Rank hold BID as of Q4 2014.

  • Calamos Wealth Management reported no remaining Sotheby's position as of Q4 2014 after selling out during the quarter.
  • Calamos Wealth Management sold 16,688 Sotheby's shares in Q4 2014, an estimated $596K.
  • Calamos Wealth Management first reported a position in Sotheby's in Q1 2014 and held it in 3 quarters.
  • Calamos Wealth Management's Sotheby's position peaked at $1.57M in Q2 2014.
  • 245 funds tracked by Wall St. Rank held Sotheby's as of Q4 2014.

Based on Calamos Wealth Management's 13F filing for Q4 2014, filed 13 Feb 2015.