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Calamos Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Calamos Wealth Management’s Portfolio BND Stock Details BND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-2,630
Closed -$216K – 227
2017
Q3 		$216K Hold
2,630
– – 0.03% 193
2017
Q2 		$215K Hold
2,630
– – 0.03% 200
2017
Q1 		$213K Buy
+2,630
New +$213K 0.03% 205

Other funds holding BND

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Calamos Wealth Management sold out of Vanguard Total Bond Market (BND) in Q4 2017, closing a stake of 2,630 shares — an estimated $216K sold.

Calamos Wealth Management first reported a position in BND in Q1 2017 and held it in 3 quarters. The position peaked at $216K in Q3 2017. 667 funds tracked by Wall St. Rank hold BND as of Q4 2017.

  • Calamos Wealth Management reported no remaining Vanguard Total Bond Market position as of Q4 2017 after selling out during the quarter.
  • Calamos Wealth Management sold 2,630 Vanguard Total Bond Market shares in Q4 2017, an estimated $216K.
  • Calamos Wealth Management first reported a position in Vanguard Total Bond Market in Q1 2017 and held it in 3 quarters.
  • Calamos Wealth Management's Vanguard Total Bond Market position peaked at $216K in Q3 2017.
  • 667 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2017.

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