Calamos Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Calamos Wealth Management’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-3,912	Closed	-$228K	–	237
2018 Q3	$228K	Hold	3,912	–	–	0.03%	194
2018 Q2	$220K	Hold	3,912	–	–	0.03%	188
2018 Q1	$214K	Hold	3,912	–	–	0.03%	193
2017 Q4	$211K	Buy	+3,912	New	+$206K	0.03%	197

Other funds holding IJK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Calamos Wealth Management's IJK Position: Q4 2018 in Review

Calamos Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2018, closing a stake of 3,912 shares — an estimated $228K sold.

Calamos Wealth Management first reported a position in IJK in Q4 2017 and held it in 4 quarters. The position peaked at $228K in Q3 2018. 521 funds tracked by Wall St. Rank hold IJK as of Q4 2018.

Calamos Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2018 after selling out during the quarter.
Calamos Wealth Management sold 3,912 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2018, an estimated $228K.
Calamos Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2017 and held it in 4 quarters.
Calamos Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $228K in Q3 2018.
521 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2018.

Based on Calamos Wealth Management's 13F filing for Q4 2018, filed 24 Jan 2019.