CWM
DTP

Calamos Wealth Management’s DTE Energy Company 2019 Corporate Units DTP Stock Holding History

Calamos Wealth Management’s Portfolio DTP Stock Details DTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-9,945
Closed -$499K – 336
2022
Q3 		$499K Sell
9,945
-1,040
-9% -$53.3K 0.04% 195
2022
Q2 		$565K Sell
10,985
-15
-0.1% -$784 0.05% 188
2022
Q1 		$586K Sell
11,000
-1,050
-9% -$53.8K 0.04% 206
2021
Q4 		$619K Sell
12,050
-1,385
-10% -$69.6K 0.05% 208
2021
Q3 		$675K Sell
13,435
-210
-2% -$10.7K 0.05% 191
2021
Q2 		$674K Sell
13,645
-105
-0.8% -$5.33K 0.05% 199
2021
Q1 		$683K Sell
13,750
-3,507
-20% -$167K 0.06% 194
2020
Q4 		$831K Buy
17,257
+70
+0.4% +$3.35K 0.08% 161
2020
Q3 		$776K Sell
17,187
-790
-4% -$35.6K 0.09% 147
2020
Q2 		$761K Buy
17,977
+6,025
+50% +$249K 0.1% 139
2020
Q1 		$473K Sell
11,952
-673
-5% -$31.6K 0.07% 157
2019
Q4 		$647K Buy
+12,625
New +$633K 0.08% 149

Calamos Wealth Management's DTP Position: Q4 2022 in Review

Calamos Wealth Management sold out of DTE Energy Company 2019 Corporate Units (DTP) in Q4 2022, closing a stake of 9,945 shares — an estimated $499K sold.

Calamos Wealth Management first reported a position in DTP in Q4 2019 and held it in 12 quarters. The position peaked at $831K in Q4 2020. 0 funds tracked by Wall St. Rank hold DTP as of Q4 2022.

  • Calamos Wealth Management reported no remaining DTE Energy Company 2019 Corporate Units position as of Q4 2022 after selling out during the quarter.
  • Calamos Wealth Management sold 9,945 DTE Energy Company 2019 Corporate Units shares in Q4 2022, an estimated $499K.
  • Calamos Wealth Management first reported a position in DTE Energy Company 2019 Corporate Units in Q4 2019 and held it in 12 quarters.
  • Calamos Wealth Management's DTE Energy Company 2019 Corporate Units position peaked at $831K in Q4 2020.
  • 0 funds tracked by Wall St. Rank held DTE Energy Company 2019 Corporate Units as of Q4 2022.

Based on Calamos Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.