Calamos Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,845	Closed	-$212K	–	239
2018 Q3	$212K	Sell	1,845 -800	-30%	-$92.2K	0.03%	201
2018 Q2	$303K	Sell	2,645 -613	-19%	-$70.6K	0.04%	171
2018 Q1	$383K	Sell	3,258 -741	-19%	-$87.5K	0.05%	170
2017 Q4	$486K	Buy	3,999 +1,037	+35%	+$125K	0.06%	165
2017 Q3	$359K	Hold	2,962	–	–	0.05%	177
2017 Q2	$357K	Buy	2,962 +531	+22%	+$63.5K	0.05%	183
2017 Q1	$287K	Buy	2,431 +716	+42%	+$84.1K	0.04%	193
2016 Q4	$201K	Sell	1,715 -502	-23%	-$59.7K	0.03%	195
2016 Q3	$273K	Buy	2,217 +229	+12%	+$28.2K	0.05%	182
2016 Q2	$244K	Buy	+1,988	New	+$238K	0.04%	194

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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

Calamos Wealth Management sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q4 2018, closing a stake of 1,845 shares — an estimated $212K sold.

Calamos Wealth Management first reported a position in LQD in Q2 2016 and held it in 10 quarters. The position peaked at $486K in Q4 2017. 749 funds tracked by Wall St. Rank hold LQD as of Q4 2018.

Calamos Wealth Management reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Calamos Wealth Management sold 1,845 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q4 2018, an estimated $212K.
Calamos Wealth Management first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2016 and held it in 10 quarters.
Calamos Wealth Management's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $486K in Q4 2017.
749 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q4 2018.

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