CWM
HOLI

Calamos Wealth Management’s Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) HOLI Stock Holding History

Calamos Wealth Management’s Portfolio HOLI Stock Details HOLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-12,770
Closed -$254K – 240
2015
Q1 		$254K Hold
12,770
– – 0.06% 196
2014
Q4 		$312K Buy
12,770
+3,155
+33% +$74.9K 0.09% 184
2014
Q3 		$216K Hold
9,615
– – 0.06% 194
2014
Q2 		$235K Sell
9,615
-1,295
-12% -$28.1K 0.07% 194
2014
Q1 		$235K Buy
+10,910
New +$202K 0.07% 179

Other funds holding HOLI

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
SR
Sloane Robinson London, United Kingdom $108M AUM 78.42% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
MAM
Majedie Asset Management London, United Kingdom $1.22B AUM 16.08% 1-Year Est. Return
ZAM
Zenit Asset Management Stockholm, Sweden $450M AUM 8.32% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Calamos Wealth Management's HOLI Position: Q2 2015 in Review

Calamos Wealth Management sold out of Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) (HOLI) in Q2 2015, closing a stake of 12,770 shares — an estimated $254K sold.

Calamos Wealth Management first reported a position in HOLI in Q1 2014 and held it in 5 quarters. The position peaked at $312K in Q4 2014. 112 funds tracked by Wall St. Rank hold HOLI as of Q2 2015.

  • Calamos Wealth Management reported no remaining Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) position as of Q2 2015 after selling out during the quarter.
  • Calamos Wealth Management sold 12,770 Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) shares in Q2 2015, an estimated $254K.
  • Calamos Wealth Management first reported a position in Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) in Q1 2014 and held it in 5 quarters.
  • Calamos Wealth Management's Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) position peaked at $312K in Q4 2014.
  • 112 funds tracked by Wall St. Rank held Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island) as of Q2 2015.

Based on Calamos Wealth Management's 13F filing for Q2 2015, filed 17 Aug 2015.