CWM
J icon

Calamos Wealth Management’s Jacobs Solutions J Stock Holding History

Calamos Wealth Management’s Portfolio J Stock Details J Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-12,334
Closed -$456K – 247
2014
Q4 		$456K Sell
12,334
-4,667
-27% -$178K 0.13% 171
2014
Q3 		$687K Hold
17,001
– – 0.2% 161
2014
Q2 		$749K Sell
17,001
-628
-4% -$29.9K 0.21% 152
2014
Q1 		$926K Buy
17,629
+1,717
+11% +$88.4K 0.27% 130
2013
Q4 		$829K Buy
15,912
+3,162
+25% +$157K 0.25% 130
2013
Q3 		$614K Buy
12,750
+454
+4% +$22.1K 0.2% 154
2013
Q2 		$561K Buy
+12,296
New +$546K 0.2% 143

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Fidelity Investments
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
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RCG
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return