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Calamos Wealth Management’s Nasdaq NDAQ Stock Holding History

Calamos Wealth Management’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-16,587
Closed -$371K – 245
2016
Q4 		$371K Hold
16,587
– – 0.06% 184
2016
Q3 		$373K Hold
16,587
– – 0.06% 174
2016
Q2 		$358K Hold
16,587
– – 0.06% 176
2016
Q1 		$367K Hold
16,587
– – 0.07% 203
2015
Q4 		$322K Buy
+16,587
New +$316K 0.06% 218

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Calamos Wealth Management's NDAQ Position: Q1 2017 in Review

Calamos Wealth Management sold out of Nasdaq (NDAQ) in Q1 2017, closing a stake of 16,587 shares — an estimated $371K sold.

Calamos Wealth Management first reported a position in NDAQ in Q4 2015 and held it in 5 quarters. The position peaked at $373K in Q3 2016. 456 funds tracked by Wall St. Rank hold NDAQ as of Q1 2017.

  • Calamos Wealth Management reported no remaining Nasdaq position as of Q1 2017 after selling out during the quarter.
  • Calamos Wealth Management sold 16,587 Nasdaq shares in Q1 2017, an estimated $371K.
  • Calamos Wealth Management first reported a position in Nasdaq in Q4 2015 and held it in 5 quarters.
  • Calamos Wealth Management's Nasdaq position peaked at $373K in Q3 2016.
  • 456 funds tracked by Wall St. Rank held Nasdaq as of Q1 2017.

Based on Calamos Wealth Management's 13F filing for Q1 2017, filed 20 Apr 2017.