CWM
EXCU

Calamos Wealth Management’s Exelon Corporation EXCU Stock Holding History

Calamos Wealth Management’s Portfolio EXCU Stock Details EXCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-32,028
Closed -$1.58M – 242
2017
Q1 		$1.58M Sell
32,028
-8,885
-22% -$437K 0.24% 107
2016
Q4 		$1.98M Buy
40,913
+7,672
+23% +$359K 0.32% 99
2016
Q3 		$1.55M Sell
33,241
-3,115
-9% -$152K 0.27% 120
2016
Q2 		$1.79M Sell
36,356
-1,705
-4% -$81.8K 0.32% 100
2016
Q1 		$1.87M Buy
38,061
+5,560
+17% +$248K 0.36% 92
2015
Q4 		$1.31M Sell
32,501
-4,495
-12% -$187K 0.26% 122
2015
Q3 		$1.61M Buy
36,996
+1,385
+4% +$63.7K 0.39% 93
2015
Q2 		$1.61M Buy
35,611
+420
+1% +$20.4K 0.38% 99
2015
Q1 		$1.71M Buy
35,191
+2,600
+8% +$133K 0.43% 87
2014
Q4 		$1.71M Buy
32,591
+1,620
+5% +$85.1K 0.49% 74
2014
Q3 		$1.57M Buy
+30,971
New +$1.57M 0.45% 88

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

Calamos Wealth Management sold out of Exelon Corporation (EXCU) in Q2 2017, closing a stake of 32,028 shares — an estimated $1.58M sold.

Calamos Wealth Management first reported a position in EXCU in Q3 2014 and held it in 11 quarters. The position peaked at $1.98M in Q4 2016. 0 funds tracked by Wall St. Rank hold EXCU as of Q2 2017.

  • Calamos Wealth Management reported no remaining Exelon Corporation position as of Q2 2017 after selling out during the quarter.
  • Calamos Wealth Management sold 32,028 Exelon Corporation shares in Q2 2017, an estimated $1.58M.
  • Calamos Wealth Management first reported a position in Exelon Corporation in Q3 2014 and held it in 11 quarters.
  • Calamos Wealth Management's Exelon Corporation position peaked at $1.98M in Q4 2016.
  • 0 funds tracked by Wall St. Rank held Exelon Corporation as of Q2 2017.

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